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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 2026-03-06
  • NE RA
    APPROVED
    Since 2026-03-06

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
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
  • 05/2026 → Present
    Charles Schwab Bank
    Omaha, NE
  • 05/2026 → Present
    Charles Schwab Premier Bank
    Omaha, NE
  • 01/2022 → 03/2022
    Catch Intelligence
    Omaha, NE
  • 05/2021 → 07/2021
    University Of Nebraska Lincoln
    Lincoln, NE
  • 01/2021 → 03/2021
    Prc Custom Research
    Omaha, NE
  • 06/2020 → Present
    Department Of Health And Human Services
    La Vista, NE
  • 08/2019 → 08/2022
    Full-Time Education
    Lincoln, NE
  • 08/2015 → 08/2019
    United States Navy
    Jacksonville, FL
  • 08/2022 → 04/2023
    Td Ameritrade
    Omaha, NE
  • 08/2019 → 07/2022
    College Student
    Lincoln, NE
  • 04/2023 → Present
    Omaha, NE
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
S63 Uniform Securities Agent State Law Examination 2023-01-12
  • S66 Uniform Combined State Law Examination
    2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2023-01-12
Other Names
  • Jacob Pope

View on SEC IAPD

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