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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tierone Investments And Insurance | Lincoln | NE | 04/2007 | Present |
| Lpl Financial Llc | Omaha | NE | 07/2023 | 12/2025 |
| Osaic Wealth Inc | Lincoln | NE | 12/2025 | Present |
1. 12/04/2025- UFS - Investment Related Insurance - DBA for Osaic - 2. INSURANCE POSITION: insurance agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/04/2025 ADDRESS: 1908 North 203rd St, Suite 6, Elkhorn NE 68022, United States DESCRIPTION: conduct all types of insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-19 |
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