Cody Taylor Mcdaniel

Charles Schwab & Co., Inc.

Claim This Profile

Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2024-02-15

NE RA
APPROVED

Since 2024-02-15

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Omaha	NE	11/2021	Present
Walgreens	La Vista	NE	06/2017	10/2021
Valentinos Pizza	Bellevue	NE	03/2013	03/2019

11/2021 → Present

Charles Schwab & Co., Inc.

Omaha, NE
06/2017 → 10/2021

Walgreens

La Vista, NE
03/2013 → 03/2019

Valentinos Pizza

Bellevue, NE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-16

S66 Uniform Combined State Law Examination

2024-01-16

Other Names

Cody Mcdaniel

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

LPL ENTERPRISE, LLC

PFS INVESTMENTS INC.

HILEY HUNT WEALTH MANAGEMENT, INC.

INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK

MARK ALLEN LUDWIG

Nathaniel Phillip Beam

KYLEE LIN SIMON

Jack Edward Wolfgram

Bradley Thomas Kenyon

PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE

EQUITABLE ADVISORS, LLC · OMAHA, NE

MML INVESTORS SERVICES, LLC · Omaha, NE

AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE

CETERA INVESTMENT ADVISERS LLC · OMAHA, NE

LPL ENTERPRISE, LLC · OMAHA, NE

PFS INVESTMENTS INC. · OMAHA, NE

PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor