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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-06-15 |
Branch Locations
5901 Mills Civic Parkway Suite 6000, West Des Moines, IA 50266 • United States
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Ames | IA | 05/2014 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ames | IA | 05/2014 | 11/2020 |
| Fbl Financial Group | West Des Moines | IA | 11/2020 | 10/2021 |
| Fbl Marketing Services | West Des Moines | IA | 11/2020 | 10/2021 |
| U.S. Bancorp Investments, Inc. | Des Moines | IA | 10/2021 | 12/2021 |
| Midwest Heritage Finance Advisors | West Des Moines | IA | 01/2022 | 05/2022 |
| Securities America, Inc. | West Des Moines | IA | 01/2022 | 05/2022 |
| Midwest Heritage Financial Services | West Des Moines | IA | 01/2022 | 05/2022 |
| Charles Schwab & Co., Inc. | West Des Moines | IA | 05/2022 | Present |
| Charles Schwab Bank, Ssb | West Des Moines | IA | 05/2022 | Present |
1) Comet Wrestling Club|Investment Related: No|Sports/Physical Recreation|Secretary |3/1/2024|Less than 20 hour/month - 0 during trading hours|Keep records of meetings and update calendars and tasks in accordance to the club's goals. Start date of 3/1/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-14 |
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