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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-10-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Client Call Center / Fix A Phone | Prior Lake | MN | 01/2016 | 12/2018 |
| Amazon | Eagan | MN | 08/2017 | 02/2018 |
| Alarm.cOm | Tysons | VA | 01/2018 | 09/2022 |
| Td Ameritrade | Omaha | NE | 09/2022 | 08/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 08/2023 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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