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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Omaha | Omaha | NE | 11/2016 | 12/2019 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 06/2016 | 11/2016 |
| Td Ameritrade | Omaha | NE | 12/2019 | 04/2023 |
| Lyft | Omaha | NE | 03/2019 | Present |
| Charles Schwab & Co., Inc. | Omaha | NE | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
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