Best Investors Account Sign in
Current Employers
Lexus Wealth Management

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-27
IL RA APPROVED 2023-07-17
GA RA APPROVED 2023-06-14
  • TX RA
    APPROVED
    Since 2023-07-27
  • IL RA
    APPROVED
    Since 2023-07-17
  • GA RA
    APPROVED
    Since 2023-06-14

Branch Locations

11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States

1755 N Brown Rd. Suite 200, Lawrenceville, GA 30043 • 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
Bank Of America, N.A. Duluth GA 06/2014 12/2019
Evergreen Capital Management, Inc Omaha NE 02/2020 06/2023
Lexus Wealth Management Suwanee GA 03/2023 Present
Previous Registrations
  • 2020-02-26 → 2023-06-13
    Omaha, NE
    Suwanee, GA
  • 2014-07-09 → 2019-10-23
    Lawrenceville, GA
    Atlanta, GA
    Lawrenceville, GA
    Duluth, GA
    Duluth, GA
    Duluth, GA
    Duluth, GA
    Duluth, GA
    Duluth, GA
    Lawrenceville, GA
    Duluth, GA
    Duluth, GA
  • 2012-08-08 → 2014-02-19
    Alpharetta, GA
  • 2010-11-08 → 2012-06-06
    Chase Investment Services Corp.
    Atlanta, GA
    Snellville, GA
    Lawrenceville, GA
    Lawrenceville, GA
    Lilburn, GA
    Norcross, GA
    Sugar Hill, GA
    Lawrenceville, GA
    Chamblee, GA
    Atlanta, GA
    Norcross, GA
    Duluth, GA
    Atlanta, GA
    Duluth, GA
    Buford, GA
    Lawrenceville, GA
    Johns Creek, GA
    Alpharetta, GA
  • 2009-10-09 → 2010-10-28
    Waddell & Reed
    Evergreen Park, IL
  • 2007-09-10 → 2009-01-30
    Chicago Heights, IL
    Chicago Heights, IL
    Olympia Fields, IL
    Olympia Fields, IL
    Frankfort, IL
    Chicago, IL
    Lombard, IL
    Westmont, IL
    Orland Hills, IL
    Chicago, IL
    Peotone, IL
    Glen Ellyn, IL
    Naperville, IL
    Orland Park, IL
    Lockport, IL
    Chicago, IL
    Chicago, IL
    Homewood, IL
    Oak Park, IL
    Hometown, IL
    Chicago, IL
    Evergreen Park, IL
    Orland Park, IL
    Plainfield, IL
    Chicago, IL
    Orland Hills, IL
    Richton Park, IL
    Wilmington, IL
    Westchester, IL
    Woodridge, IL
    Naperville, IL
    Hinsdale, IL
    Burbank, IL
    Calumet City, IL
    Chicago, IL
    Downers Grove, IL
    Oak Park, IL
    Berwyn, IL
    Chicago, IL
    Alsip, IL
    Naperville, IL
    Chicago, IL
    Chicago, IL
    Worth, IL
    Lansing, IL
    Chicago, IL
    Blue Island, IL
    Oak Lawn, IL
    Braidwood, IL
    Berkeley, IL
    Carol Stream, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Forest Park, IL
    Homewood, IL
    Chicago, IL
    Bridgeview, IL
    Matteson, IL
    Clarendon Hills, IL
    Oak Lawn, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Lisle, IL
    Joliet, IL
    Johnston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-07
S63 Uniform Securities Agent State Law Examination 2000-08-09
  • S66 Uniform Combined State Law Examination
    2007-09-07
  • S63 Uniform Securities Agent State Law Examination
    2000-08-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor