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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2021 | 01/2024 |
| United Way Suncoast | Sarasota | FL | 02/2021 | 07/2021 |
| Extended Travel | Playa Del Carmen | 01/2021 | 05/2021 | |
| University Of Nebraska At Omaha | Omaha | NE | 08/2020 | 11/2021 |
| Unemployed | Omaha | NE | 04/2020 | 08/2020 |
| Mennonite Central Committee | Managua | 01/2020 | 04/2020 | |
| Mennonite Central Committee | Port-Au-Prince | 08/2019 | 01/2020 | |
| Markel Insurance | Omaha | NE | 10/2018 | 08/2019 |
| Extended Travel | Brussels | 01/2018 | 07/2019 | |
| Nebraska Department Of Economic Development | Lincoln | NE | 04/2017 | 01/2018 |
| Borgen Project Magazine | Lincoln | NE | 01/2017 | 04/2017 |
| Yia Yia's Pizza | Lincoln | NE | 08/2016 | 12/2016 |
| University Of Nebraska At Lincoln | Lincoln | NE | 08/2013 | 12/2018 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-08 |
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