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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Hills Country Club | Omaha | NE | 06/2022 | 08/2022 |
| Dordt University | Sioux Center | IA | 08/2023 | 05/2024 |
| American Legion Post 291 | Newport Beach | CA | 06/2019 | 08/2022 |
| Unemployed | Irvine | CA | 09/2022 | 07/2023 |
| Charles Schwab & Co., Inc. | Omaha | NE | 06/2024 | Present |
| N/A | Irvine | CA | 06/2013 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
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