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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 06/2013 | 06/2024 |
| Charles Schwab & Co. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 05/2023 | Present |
Name of Outside Business:Cornhusker Kitchen; Investment Related:No; Address of Outside Business:Omaha, NE; Nature of Outside Business:Retail Sales; Position:Assistant; Start Date:5/1/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: My father in law started a business where he sells a cooking supply product, Duck Fat Spray. I randomly help him with e-mails, social media, shipping and distribution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-07 |
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