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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omaha Country Club | Omaha | NE | 05/2016 | 11/2023 |
| Mccarthy Capital | Omaha | NE | 07/2022 | 08/2022 |
| Saint John's University | Collegeville | MN | 08/2020 | 05/2021 |
| Saint John's University | Collegeville | MN | 08/2021 | 12/2021 |
| Creighton University Athletics | Omaha | NE | 10/2022 | 10/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2023 | Present |
| Full Time Education | Omaha | NE | 01/2013 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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