Maggie Joy Hoops

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 09/2021
  Td Waterhouse Investors Services Inc
  Ft Worth, TX
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE

Previous Registrations

• 2007-08-09 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Bellevue, NE
• 2007-08-09 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Omaha, NE
  Fort Worth, TX
  Omaha, NE

Other Businesses

1) C&CH Excavating, LLC | Investment Related:No|Construction - Industrial Facilities/Infrastructure|Co-Owner|10/10/2020|Less than 20|0|I am a co-owner of the company with my husband Ryan. He is the primary Manager of the company. As such my only responsibilities will be to review and agree to major purchases and sales of equipment, excavating plans, and the like. I am not involved in the daily running of the business., 2) College World Series of Omaha, Inc. | Investment Related:No|808 N. 13th Street|Omaha|NE|68102|USA|Sports/Physical Recreation|Director on the Board of Directors|3/19/2017|Less than 20|0.01|The mission of the CWS of Omaha Inc. Board is to enlist wide-based community support from business, government, civic organizations and individuals to arrange for, implement, promote and operate a successful annual NCAA Division One Baseball Championship ("MCWS"), and to continue to host the MCWS in Omaha in a way that provides a positive economic impact to, enhances the image of and improves the quality of life in Omaha. As a member of the Board of Directors, responsibilities include helping fulfill the stated mission. Board Members are to participate in a meaningful way insubstantially all of the regularly scheduled meetings of the Board and committees upon which the Board member serves. At regularly scheduled Board meetings, the Board reviews and discusses reports by the Executive Committee relating to the performance of CWS, its plans and prospects and issues facing CWS., 3) RM Hoops Inc. DBA Daubert Construction Co., Inc. | Investment Related:No|642 S Howard Ct|Fremont|NE|68025|USA|Construction - Industrial Facilities/Infrastructure|Co-owner/ Vice President & Secretary |6/2/2025|Less than 20|0|Daubert Construction is a steel building construction company that puts up and provides maintenance on metal buildings for industrial or commercial use. I have limited responsibilities as my husband will be primary and running the company. I will be in a support role during non-working hours (nights/weekends) to help assist him and review the activities of the business including construction bids, work in progress and general management of the company.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-02
• S63 Uniform Securities Agent State Law Examination
  2001-03-08

Other Names

• Maggie Joy Connealy
• Margaret J Connealy
• Margaret Joy Connealy
• Maggie Hoops
• Margaret Joy Hoops