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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-23 |
| IA | RA | APPROVED | 2022-03-09 |
| TX | RA | APPROVED | 2022-03-09 |
| NE | RA | APPROVED | 2020-05-13 |
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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 05/2020 |
| Cavey & Associates, Llc; | Omaha | NE | 07/2019 | 05/2020 |
| Nelson Van Denburg & Campbell Wealth Management Group, Llc | Omaha | NE | 05/2020 | 09/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
1. NAME OF OTHER BUSINESS: CAVEY ENTERPRISES INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX / SPECIAL PURPOSES ENTITY; START DATE: 11/2009; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE; 2. NAME OF OTHER BUSINESS: ILLUMINATE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 10/2011; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. CORE WELLNESS, INVESTMENT RELATED: YES, SAME AS REGISTERED BRANCH, EDUCATIONAL WORKSHOP, START 06/05/2013, ONE HOUR PER WEEK, NOT DURING TRADING HOURS, FACILITATOR OF DAVE RAMSEY'S CORE WELLNESS PROGRAM GEARED TOWARDS THE BUSINESS COMMUNITY. 4. PAPILLION FIRE DEPARTMENT LOCAL 3767 PENSION COMMITTEE, INVESTMENT RELATED, 122 E 3RD STREET, PAPILLION, NE 68046, START FEBRUARY 2014, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, PENSION COMMITTEE MEMBER, PROVIDES GUIDANCE ON PARTICIPANT AND MEMBER EDUCATION, COMMUNICATIONS AND OVERSEE PLAN STRUCTURE. 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2018; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 6. NAME OF OTHER BUSINESS: CAVEY & ASSOCIATES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: TAX AND COMPENSATION PURPOSES; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRINCIPAL; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ENTITY USED FOR TAX AND COMPENSATION PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-22 |
| S66 | Uniform Combined State Law Examination | 2000-12-22 |
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