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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-05-08
  • NE RA
    APPROVED
    Since 2024-05-08

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
OrganizationCityStateFromTo
Unemployed Nebraska City NE 04/2012 08/2017
Full-Time Education Lincoln NE 08/2017 05/2018
Nebraska City Utilities Nebraska City NE 05/2018 07/2018
Unemployed/Full-Time Education Lincoln NE 07/2018 05/2019
Lincoln Tent Inc. Lincoln NE 05/2019 07/2019
Unemployed/Full-Time Education Lincoln NE 07/2019 05/2021
Spreetail Lincoln NE 05/2021 07/2021
Unemployed/Full-Time Education Lincoln NE 07/2021 01/2022
Tank Security Team Lincoln NE 01/2022 03/2022
Unemployed Lincoln NE 03/2022 04/2022
Td Ameritrade Omaha NE 04/2022 04/2023
Charles Schwab & Co., Inc. Omaha NE 04/2023 Present
  • 04/2012 → 08/2017
    Unemployed
    Nebraska City, NE
  • 08/2017 → 05/2018
    Full-Time Education
    Lincoln, NE
  • 05/2018 → 07/2018
    Nebraska City Utilities
    Nebraska City, NE
  • 07/2018 → 05/2019
    Unemployed/Full-Time Education
    Lincoln, NE
  • 05/2019 → 07/2019
    Lincoln Tent Inc.
    Lincoln, NE
  • 07/2019 → 05/2021
    Unemployed/Full-Time Education
    Lincoln, NE
  • 05/2021 → 07/2021
    Spreetail
    Lincoln, NE
  • 07/2021 → 01/2022
    Unemployed/Full-Time Education
    Lincoln, NE
  • 01/2022 → 03/2022
    Tank Security Team
    Lincoln, NE
  • 03/2022 → 04/2022
    Unemployed
    Lincoln, NE
  • 04/2022 → 04/2023
    Td Ameritrade
    Omaha, NE
  • 04/2023 → Present
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-07
S63 Uniform Securities Agent State Law Examination 2022-09-07
  • S66 Uniform Combined State Law Examination
    2024-05-07
  • S63 Uniform Securities Agent State Law Examination
    2022-09-07

View on SEC IAPD

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