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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-15 |
| NE | RA | APPROVED | 2025-04-09 |
Branch Locations
2355 E. Camelback Rd., Suite 900, Phoeniz, AZ 85016 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Execso | Omaha | NE | 01/2017 | 03/2020 |
| Heritage Financial Services | Omaha | NE | 08/2015 | 01/2017 |
| Embassy Suites | Lincoln | NE | 09/2005 | 04/2020 |
| Tim Harrison | Omaha | NE | 03/2020 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 03/2020 | 01/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2020 | 01/2021 |
| Cwm, Llc | Omaha | NE | 02/2021 | 04/2025 |
| Sequoia Financial Group | Akron | OH | 04/2025 | Present |
NAME OF BUSINESS: Omaha Venture Group NATURE: Community Foundation START: 08/01/2020 POSITION: Vice Chair APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Strategic planning, facilitate meetings, and set membership activities. Ultimately to select non-profits through a member voting process. NAME OF BUSINESS: Scopious Coaching NATURE: Life Coaching START: 12/26/2023 POSITION: Owner APPX. HRS/MONTH: 12 % APPX HRS/MONTH DURING TRADING HOURS: 6 DUTIES: Working with individuals in 1 on 1 coaching sessions. 1-3 per week. Group cohorts 2x a month as part of development. FIXED INSURANCE NATURE: Insurance START: 07/01/20001 APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Embassy Suites NATURE: Hotel START: 09/01/2005 End: 05/01/2024 POSITION: Bartender APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Bartend 5 days a year on Saturdays
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-09 |
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