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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tony'S Lawn Service | Omaha | NE | 04/1996 | Present |
| Pacific Life Insurance Company | Omaha | NE | 05/2016 | 04/2017 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 06/2016 | 04/2017 |
| Td Ameritrade, Inc. | Omaha | NE | 04/2017 | 05/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2022 | Present |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 05/2017 | 09/2023 |
| Charles Schwab Bank, Ssb | Omaha | NE | 07/2022 | Present |
1) Tony's Lawn Service | Investment Related:No|Other|Owner|4/1/2016|Less than 20|0.000000|I mow lawns and take care of landscape yards, 2) Omaha Suburban Athletic Association | Investment Related:No|937 S 120th St, Omaha|Omaha|NE |68144|USA|Sports/Physical Recreation|10 Mustang Commissioner|3/1/2026|Less than 20|0|I help coaches communicate with each other and help with resources as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-29 |
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