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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-04 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2017 | 06/2024 |
| Alorica | Omaha | NE | 05/2012 | 08/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 06/2024 | Present |
Name of Outside Business:Amy Rose Jewelry Supplies; Investment Related:No; Address of Outside Business:Omaha, NE; Nature of Outside Business:Other; Position:Sole Proprietor; Start Date:9/19/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Sell jewelry and jewelry supplies online. Purchase supplies from wholesalers and re-sell in Etsy shop. Also make jewelry from supplies and sell as finished product. Expect less than $1000 a year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-16 |
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