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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-11-06 |
Branch Locations
16811 Burke Street Suite 101, Omaha, NE 68118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Gastrointestinal Assoc | Omaha | NE | 04/2020 | 05/2022 |
| Td Ameritrade | Omaha | NE | 05/2022 | 04/2023 |
| Full-Time Education | Omaha | NE | 07/2012 | 01/2020 |
| Little Caesars Pizza | Omaha | NE | 03/2013 | 07/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | Present |
| Charles Schwab Bank Ssb | Omaha | NE | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-02 |
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