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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-22 |
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 |
|---|---|---|---|---|
| Ruby Tuesday | Bellevue | NE | 06/2016 | 03/2017 |
| Unemployed | Bellevue | NE | 03/2017 | 05/2017 |
| Np Dodge | Omaha | NE | 05/2017 | 07/2018 |
| Rgis Holdings | Auburn Hills | MI | 07/2018 | 07/2018 |
| Lund Company | Omaha | NE | 07/2018 | 07/2018 |
| Marcus Theater | Bellevue | NE | 07/2018 | 11/2018 |
| Hy-Vee | Papillion | NE | 10/2018 | 03/2021 |
| Ruby Tuesday | Bellevue | NE | 11/2018 | 01/2019 |
| Turco Law Office | Omaha | NE | 02/2019 | 06/2019 |
| Tracks Lounge | Omaha | NE | 05/2021 | 03/2022 |
| Full-Time Education | Bellevue | NE | 08/2021 | 05/2023 |
| Modis | El Paso | TX | 09/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-26 |
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