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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2010 | 02/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2022 | Present |
1) Omaha United Soccer Club|Investment Related: No|PO Box 390993, Omaha, NE, 68139, USA|Sports/Physical Recreation|Head Coach 2016 Girls|5/27/2024|Less than 20 hour/month - 0 during trading hours|I am head coach for a U9 girls soccer club team. This involves running practices 1-2 times a week and games on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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