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Gregory Lance Pearson

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 2023-08-14
  • NE RA
    APPROVED
    Since 2023-08-14

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
Td Ameritrade Bellevue NE 11/2008 09/2023
Charles Schwab & Co., Inc. Omaha NE 08/2023 Present
Charles Schwab & Co., Inc. Omaha NE 09/2023 Present
Previous Registrations
  • 2016-02-16 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
  • 2016-02-16 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
Other Businesses

1) Uber|Investment Related: No|1515 Third St, San Francisco, CA, 94158, USA|Uber driver for food and people|Driver|3/16/2024|Less than 20 hour/month - 0 during trading hours|Uber driver for food and people (2) Delivery Driver, Doordash/ Restaurant /Food services/ Delivering food orders/ San Francisco/ start 02/01/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-15
S63 Uniform Securities Agent State Law Examination 2008-12-29
  • S66 Uniform Combined State Law Examination
    2016-02-15
  • S63 Uniform Securities Agent State Law Examination
    2008-12-29

View on SEC IAPD

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EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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