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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-02-04 |
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 | 01/2018 | 12/2022 |
| Radisson Hotel Group | Omaha | NE | 05/2011 | 10/2017 |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | Present |
| Charles Schwab Bank Ssb | Omaha | NE | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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