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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Papillion | NE | 03/2016 | 09/2023 |
| Mutual Of Omaha | Omaha | NE | 12/2014 | 12/2016 |
| Us Navy Reserve | Papillion | NE | 11/2014 | Present |
| Charles Schwab & Co. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Trust Bank | Omaha | NE | 09/2023 | Present |
Name: Food Catering, Role: Partner, Type: Other, Start Date: 06/30/2020, Investment Related?: No, Address: 2214 Alexandra rd, Papillion, NE 68133, Number of Hours/Mo: 8, Duties: Help spouse with her side catering business U.S Navy|Investment Related:No|5720 Integrity Drive ;Millington;TN;38055;United States|Military|Engineer|2014-11-21|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.000000|Electrical Engineering and Marine Engineering
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-25 |
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