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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank | Omaha | NE | 05/2026 | Present |
| Charles Schwab Premier Bank | Omaha | NE | 05/2026 | Present |
| Catch Intelligence | Omaha | NE | 01/2022 | 03/2022 |
| University Of Nebraska Lincoln | Lincoln | NE | 05/2021 | 07/2021 |
| Prc Custom Research | Omaha | NE | 01/2021 | 03/2021 |
| Department Of Health And Human Services | La Vista | NE | 06/2020 | Present |
| Full-Time Education | Lincoln | NE | 08/2019 | 08/2022 |
| United States Navy | Jacksonville | FL | 08/2015 | 08/2019 |
| Td Ameritrade | Omaha | NE | 08/2022 | 04/2023 |
| College Student | Lincoln | NE | 08/2019 | 07/2022 |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | Present |
1) Department of Health and Human Services | Investment Related:No|8044 S 84th St|La Vista|NE|68128|United States|Education|Mentor|7/1/2020|20-40|0|I'm a mentor to a person with special needs to help develop social skills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-12 |
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