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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Omaha | NE | 07/2018 | 01/2024 |
| Niit Uniqua Ltd | New Delhi | 01/2016 | 06/2018 | |
| Charles Schwab & Co., Inc. | Omaha | NE | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-11 |
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