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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-30 |
| NE | RA | APPROVED | 2025-10-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Oil & Water Deck Refinishing | Chanhassen | MN | 05/2013 | Present |
| Td Ameritrade, Inc. | Omaha | MN | 02/2017 | 05/2017 |
| Td Ameritrade, Inc. | Omaha | NE | 09/2017 | 06/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 01/2023 | Present |
1) Sweeney Ventures LLC | Investment Related:No|Rental Services (Other than Real Estate)|Owner|4/13/2026|Less than 20|1|Ownership interest in an existing business my family and I are buying.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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