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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-08 |
| NE | RA | APPROVED | 2022-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2017 | 12/2022 |
| Unemployeed | Omaha | NE | 05/2017 | 11/2017 |
| University Of Nebraska Omaha | Omaha | NE | 08/2016 | 05/2017 |
| United States Air Force Reserves | Bellevue | NE | 10/2016 | 04/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | Present |
| Charles Schwab Bank, Ssb | Omaha | NE | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
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