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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-25 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
200 S. 108 Ave, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Financial | Omaha | NE | 09/2016 | 05/2017 |
| Unemployeed | Omaha | NE | 05/2017 | 07/2017 |
| Td Ameritrade | Omaha | NE | 07/2017 | 12/2022 |
| University Of Nebraska Omaha | Omaha | NE | 09/2014 | 09/2016 |
| Charles Schwab & Co., Inc. | Omaha | NE | 02/2022 | Present |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-08 |
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