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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 06/2020 | 05/2024 |
| Physicians Thrive | Omaha | NE | 07/2019 | 06/2020 |
| Foresters Financial | Ralston | NE | 06/2019 | 08/2019 |
| Parking & Transit Services, University Of Nebraska-Lincoln | Lincoln | NE | 01/2017 | 07/2019 |
| Unemployed | Unemployed | NE | 08/2016 | 01/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 11/2025 | Present |
1) Landlord | Investment Related:No|3125 S 73rd St|Omaha|NE|68124|United States|Real Estate (Non-Agent/Broker)|Landlord|5/1/2025|Less than 20|0|Provide a house to rent for tenants. Collect rent and make house repairs, etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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