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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2017 | 09/2023 |
| Lyft | Omaha | NE | 06/2017 | 09/2018 |
| Uber | Omaha | NE | 05/2017 | 09/2018 |
| Kohls | Omaha | NE | 10/2016 | 12/2016 |
| Strategic Health Solutions | Omaha | NE | 02/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2022 | Present |
| Charles Schwab Trust Bank | Omaha | NE | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-17 |
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