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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-11 |
Branch Locations
8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • United States
200 S. 108 Ave, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2016 | 06/2024 |
| Charles Schwab & Co., Inc | Omaha | NE | 04/2023 | Present |
1) Complete Curb Appeal LLC | Investment Related:No|P.O Box 742 |Boys Town|Nebraska|68010|USA|Other|LLC Member|4/1/2020|Less than 20|0.000000|Other than being listed on the LLC as a member - I will have very few responsbilites some admin work including some billing and booking.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
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