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Lindsey Nicole Olsen

Charles Schwab & Co., Inc.

Omaha, NE

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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 2023-11-14
KS RA APPROVED 2022-09-23
  • NE RA
    APPROVED
    Since 2023-11-14
  • KS RA
    APPROVED
    Since 2022-09-23

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
Td Ameritrade, Inc. Omaha NE 04/2014 12/2022
Charles Schwab & Co., Inc. Omaha NE 12/2022 Present
Charles Schwab Bank, Ssb Omaha NE 07/2025 Present
  • 04/2014 → 12/2022
    Td Ameritrade, Inc.
    Omaha, NE
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 07/2025 → Present
    Charles Schwab Bank, Ssb
    Omaha, NE
Previous Registrations
  • 2020-02-12 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Overland Park, KS
    Leawood, KS
  • 2020-02-12 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Overland Park, KS
    Westlake, TX
    Leawood, KS
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-03
S63 Uniform Securities Agent State Law Examination 2014-06-05
  • S66 Uniform Combined State Law Examination
    2020-02-03
  • S63 Uniform Securities Agent State Law Examination
    2014-06-05

View on SEC IAPD

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