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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-31 |
Branch Locations
3000 Schwab Way, Westlake, TX 76262 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Lincoln | NE | 01/2018 | 06/2024 |
| Fremont Family Ymca | Fremont | NE | 09/2017 | 03/2022 |
| Rink Management Services | Lincoln | NE | 04/2017 | 09/2017 |
| University Of Nebraska - Lincoln | Lincoln | NE | 06/2015 | 08/2017 |
| Lincoln Public Schools | Lincoln | NE | 05/2013 | 09/2017 |
| Charles Schwab & Co., Inc. | Lincoln | NE | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-28 |
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