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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kwikfill | Brockport | NY | 10/2015 | 06/2017 |
| Td Ameritrade, Inc. | Omaha | NE | 09/2017 | 06/2024 |
| Charles Schwab And Co., Inc. | Omaha | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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