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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 2026-05-26
  • NE RA
    APPROVED
    Since 2026-05-26

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
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
  • 06/2022 → 08/2022
    Oak Hills Country Club
    Omaha, NE
  • 08/2023 → 05/2024
    Dordt University
    Sioux Center, IA
  • 06/2019 → 08/2022
    American Legion Post 291
    Newport Beach, CA
  • 09/2022 → 07/2023
    Unemployed
    Irvine, CA
  • 06/2024 → Present
    Omaha, NE
  • 06/2013 → 05/2019
    N/A
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-26
S63 Uniform Securities Agent State Law Examination 2024-10-22
  • S66 Uniform Combined State Law Examination
    2026-05-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-22

View on SEC IAPD

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