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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 2026-07-24
  • NE RA
    APPROVED
    Since 2026-07-24

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
Aksarben Omaha NE 12/2014 07/2017
Omni Hotels And Resorts Omaha NE 07/2017 05/2021
Td2 Omaha NE 05/2021 10/2023
Charles Schwab & Co., Inc Omaha NE 10/2023 Present
  • 12/2014 → 07/2017
    Aksarben
    Omaha, NE
  • 07/2017 → 05/2021
    Omni Hotels And Resorts
    Omaha, NE
  • 05/2021 → 10/2023
    Td2
    Omaha, NE
  • 10/2023 → Present
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-23
S63 Uniform Securities Agent State Law Examination 2024-04-09
  • S66 Uniform Combined State Law Examination
    2026-07-23
  • S63 Uniform Securities Agent State Law Examination
    2024-04-09

View on SEC IAPD

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