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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Campbell | CA | 12/2014 | 01/2020 |
| Charles Schwab Bank | Campbell | CA | 12/2014 | 01/2020 |
| Financial Engines Advisors L.L.C | Sunnyvale | CA | 02/2020 | 04/2022 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 04/2022 | 10/2025 |
| Mutual Advisors, Llc. | Casper | WY | 12/2025 | Present |
1. Nino Finance, Inc. - Cointracker, Start Date: 03/17/2026, 95 3rd St #251, San Francisco, CA 94105, Corporation, Tax & Financial Planning, Founding Financial Planner, Financial planner as architect role to help build functional tax and financial planning software, Investment Related, 60 Hours per month, 3 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-08 |
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