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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade Inc | Omaha | NE | 04/2009 | 05/2024 |
| Charles Schwab Bank, Ssb | Omaha | NE | 07/2022 | Present |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2021 | Present |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 07/2009 | 09/2023 |
1) BOSK Ventures LLC | Investment Related:No|18659 Summit Cir |Omaha|Nebraska|68136|USA|Real Estate (Non-Agent/Broker)|Partner|3/12/2021|Less than 20|0.000000|Finding, inspecting, and negotiating for rental prosperities., 2) KF Holdings LLC | Investment Related:No|18659 Summit Cir |Omaha|Nebraska|68136|USA|Rental Services (Other than Real Estate)|Owner|2/12/2021|Less than 20|0.000000|Very little involvement on my end. Am purchasing a single family home to use as a rental. I will be hiring a local property manager to handle everything, 3) CompeteHQ | Investment Related:No|Sports/Physical Recreation|Founder|3/15/2026|Less than 20|0|I have starting building a software to assist youth sports coaches with planning practices and communicating with assistants. The domain is competehq.io. There are zero financial or investment related activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-28 |
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