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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-10-17
  • NE RA
    APPROVED
    Since 2025-10-17

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Akkodisgroup Omaha NE 09/2023 03/2024
Dial Elk Ridge Village Elkhorn NE 11/2020 08/2021
Unemployed Omaha NE 09/2014 11/2020
Full Time Education Omaha NE 08/2021 09/2023
Charles Schwab & Co., Inc. Omaha NE 02/2024 Present
Charles Schwab Bank, Ssb Omaha NE 06/2026 Present
  • 09/2023 → 03/2024
    Akkodisgroup
    Omaha, NE
  • 11/2020 → 08/2021
    Dial Elk Ridge Village
    Elkhorn, NE
  • 09/2014 → 11/2020
    Unemployed
    Omaha, NE
  • 08/2021 → 09/2023
    Full Time Education
    Omaha, NE
  • 02/2024 → Present
    Omaha, NE
  • 06/2026 → Present
    Charles Schwab Bank, Ssb
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
S63 Uniform Securities Agent State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2025-10-10
  • S63 Uniform Securities Agent State Law Examination
    2024-10-23

View on SEC IAPD

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