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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 2026-01-05
  • NE RA
    APPROVED
    Since 2026-01-05

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
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
  • 05/2017 → 06/2024
    Td Ameritrade
    Omaha, NE
  • 01/2017 → 04/2017
    Stroud's
    Omaha, NE
  • 06/2015 → 10/2016
    Quaker Steak And Lube
    Council Bluffs, IA
  • 06/2023 → Present
    Charles Schwab And Co., Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
S63 Uniform Securities Agent State Law Examination 2017-07-05
  • S66 Uniform Combined State Law Examination
    2025-10-22
  • S63 Uniform Securities Agent State Law Examination
    2017-07-05

View on SEC IAPD

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