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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| FL | RA | APPROVED | 2025-08-18 |
| MN | RA | APPROVED | 2025-08-18 |
| NE | RA | APPROVED | 2025-08-18 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestage Wealth Management | Minneapolis | MN | 01/2004 | Present |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-02 |
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