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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 06/2013 | 06/2024 |
| Charles Schwab And Co., Inc. | Omaha | NE | 06/2024 | Present |
1) Assistance Dogs of the Heartland | Investment Related:No|960 S 72nd St|Omaha|NE|68114|USA|Nonprofit Charitable Organizations|Treasurer|6/12/2024|Less than 20|0|This organization provides and trains assistance dogs for Individuals. , 2) Pet Boarding | Investment Related:No|Personal/Household Services|Owner|7/30/2025|Less than 20|0|Clients entrust me with the care of their animals when they are out of town or on vacation. I charge them a fee for staying at my house.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
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