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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| NE | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Omaha | NE | 04/2002 | 06/2024 |
| Securities America Advisors, Inc. | Omaha | NE | 01/2006 | 06/2024 |
| Anb Financial Services | Omaha | NE | 08/2002 | 09/2017 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. LIBIS REAL ESTATE POSITION: owner NATURE: Rental Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 16579 Hascall St, Omaha NE 68130 DESCRIPTION: Rental real estate. 2. LIBIS FARM POSITION: passive investor NATURE: farm land INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2016 ADDRESS: SW Quarter of Section 7, Township 125, Hillsview SD 57437, United States DESCRIPTION: Passive investment. Farm land owned by our family. Primarily used for hunting. Majority of land is placed in CRP program. 3. LIBIS INVESTMENTS, LLC POSITION: owner NATURE: Rental Real Estate, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 13416 Charles St, Omaha NE 68154, United States DESCRIPTION: Rental real estate. 4. AMERICAN WEALTH PARTNERS, LLC POSITION: president NATURE: LLC, tax entity only INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 13305 Birch Dr. STE 201, Omaha NE 68164, United States DESCRIPTION: tax entity 5. AMERICAN WEALTH PARTNERS POSITION: owner NATURE: Sales and service of fixed insurance business. Primarily term and universal life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/15/2017 ADDRESS: 13305 Birch Drive STE 201, Omaha NE 68164, United States DESCRIPTION: Sale and service of fixed insurance business - primarily term and universal life insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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