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Juliane Alice Starner

Charles Schwab & Co., Inc.

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-09-09
  • NE RA
    APPROVED
    Since 2022-09-09

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Omaha NE 08/2022 Present
Charles Schwab Bank, Ssb Omaha NE 08/2022 Present
Ameritrade, Inc. Bellevue NE 06/2003 12/2023
  • 08/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 08/2022 → Present
    Charles Schwab Bank, Ssb
    Omaha, NE
  • 06/2003 → 12/2023
    Ameritrade, Inc.
    Bellevue, NE
Previous Registrations
  • 2022-12-20 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2020-03-30 → 2022-12-15
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2006-11-27 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-20
S63 Uniform Securities Agent State Law Examination 2002-02-11
  • S66 Uniform Combined State Law Examination
    2006-11-20
  • S63 Uniform Securities Agent State Law Examination
    2002-02-11
Other Names
  • Julie Alice Sheppard
  • Julie Alice Starner
  • Juliane Alice Sheppard
  • Juliane A Starner
  • Juliane Starner

View on SEC IAPD

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