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11422 Miracle Hills Dr. Suite 408, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| IL | RA | APPROVED | 2023-07-17 |
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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