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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 2026-02-20
  • NE RA
    APPROVED
    Since 2026-02-20

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 & Co., Inc. Omaha NE 02/2023 Present
Rocket Mortgage Lincoln NE 09/2021 02/2023
Osl Lincoln NE 07/2021 09/2021
At&T Prescott AZ 11/2020 07/2021
Prime Communications Prescott AZ 10/2020 11/2020
Bnsf Railway Grand Island NE 03/2019 07/2021
Charter Communications Grand Island NE 05/2016 10/2016
Cnh America Llc Grand Island NE 09/2011 02/2019
  • 02/2023 → Present
    Omaha, NE
  • 09/2021 → 02/2023
    Rocket Mortgage
    Lincoln, NE
  • 07/2021 → 09/2021
    Osl
    Lincoln, NE
  • 11/2020 → 07/2021
    At&T
    Prescott, AZ
  • 10/2020 → 11/2020
    Prime Communications
    Prescott, AZ
  • 03/2019 → 07/2021
    Bnsf Railway
    Grand Island, NE
  • 05/2016 → 10/2016
    Charter Communications
    Grand Island, NE
  • 09/2011 → 02/2019
    Cnh America Llc
    Grand Island, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-16
S63 Uniform Securities Agent State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2026-02-16
  • S63 Uniform Securities Agent State Law Examination
    2023-06-22

View on SEC IAPD

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