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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 2023-12-13
  • NE RA
    APPROVED
    Since 2023-12-13

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
Kentucky Fried Chicken Omaha NE 12/2010 01/2017
Doane University Crete NE 08/2013 05/2017
Td Ameritrade Omaha NE 07/2017 07/2023
Doane University Crete NE 08/2013 05/2017
School Omaha NE 08/2000 Present
Charles Schwab & Co., Inc. Omaha NE 01/2022 Present
Charles Schwab Bank Ssb Omaha NE 05/2024 Present
  • 12/2010 → 01/2017
    Kentucky Fried Chicken
    Omaha, NE
  • 08/2013 → 05/2017
    Doane University
    Crete, NE
  • 07/2017 → 07/2023
    Td Ameritrade
    Omaha, NE
  • 08/2013 → 05/2017
    Doane University
    Crete, NE
  • 08/2000 → Present
    School
    Omaha, NE
  • 01/2022 → Present
    Omaha, NE
  • 05/2024 → Present
    Charles Schwab Bank Ssb
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
S63 Uniform Securities Agent State Law Examination 2017-08-30
  • S66 Uniform Combined State Law Examination
    2023-12-12
  • S63 Uniform Securities Agent State Law Examination
    2017-08-30

View on SEC IAPD

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