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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 05/2017 | 06/2024 |
| Stroud's | Omaha | NE | 01/2017 | 04/2017 |
| Quaker Steak And Lube | Council Bluffs | IA | 06/2015 | 10/2016 |
| Charles Schwab And Co., Inc. | Omaha | NE | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
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