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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-24 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2018 | 10/2018 |
| Td Ameritrade | Omaha | NE | 02/2018 | 06/2018 |
| Creighton University | Omaha | NE | 10/2017 | 02/2018 |
| Chick Fil A | Omaha | NE | 07/2017 | 10/2017 |
| Aroundcampus Group | Chapel Hill | NC | 04/2017 | 08/2017 |
| Creighton University | Omaha | NE | 08/2015 | 04/2017 |
| Td Ameritrade | Omaha | NE | 10/2018 | 12/2018 |
| Td Ameritrade | Omaha | NE | 01/2019 | 04/2020 |
| Td Ameritrade | Fort Collins | CO | 04/2020 | 01/2021 |
| Unemployed | Fort Collins | CO | 01/2021 | 03/2021 |
| Fidelity Investments | Greenwood Village | CO | 03/2021 | 04/2023 |
| Charles Schwab - Schwab Wealth Advisory | Edina | MN | 07/2025 | Present |
| Student Cfp | Minneapolis | MN | 04/2023 | 06/2025 |
| Charles Schwab & Co., Inc | Edina | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-18 |
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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