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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 09/2008 | 06/2024 |
| Charles Schwab And Co., Inc. | Omaha | NE | 06/2024 | Present |
1) Gretna Elite Academy | Investment Related:No|10550 S 222nd St|Gretna|NE|68028|USA|Nonprofit Charitable Organizations|Board Member|7/21/2025|Less than 20|0|Board member will be a non paid volunteer, attending monthly meetings to review the clubs financials, discuss the club coaches and development strategy, as well as recommend/review growth opportunities for the club. , 2) BowSouth LLC | Investment Related:No|69179 233rd St|Dassel|MN|55325|USA|Real Estate (Non-Agent/Broker)|Manager|8/11/2025|Less than 20|0|We established an LLC for a property my wife and brother in law inherited in Minnesota. They are the members of the LLC, I will serve as a manager which allows me to do the following: The Managers shall manage and administer the Company’s property and perform all other duties prescribed for a Manager by the Act. The Managers may take all actions necessary, useful, or appropriate for the ordinary management and conduct of the Company’s business. The Managers have the exclusive authority to manage the operations and affairs of the Company, subject in all cases to the requirements of Applicable Law.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-01 |
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