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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-04 |
Branch Locations
200 S. 108 Ave, Omaha, NE 68154 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Bank | Lincoln | NE | 06/2022 | 05/2024 |
| Armstrong Family Farms | North Bend | NE | 06/2020 | 07/2020 |
| Hillcrest Country Club | Lincoln | NE | 06/2022 | 08/2022 |
| Structural Component Systems | Fremont | NE | 05/2021 | 08/2021 |
| Charles Schwab & Co., Inc. | Omaha | NE | 06/2024 | Present |
| Full Time Education | Lincoln | NE | 07/2020 | 05/2021 |
| Full Time Education | Lincoln | NE | 08/2021 | 05/2022 |
| Full Time Education | North Bend | NE | 06/2014 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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