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Account
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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-14 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
3200 Douglas Blvd., Ste 305, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Roseville | CA | 05/2016 | 02/2019 |
| Ewg Elevate Inc. | Roseville | CA | 02/2019 | 12/2025 |
| Eagle West Group | Roseville | CA | 02/2019 | 12/2025 |
| Avior Wealth Management, Llc | Roseville | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-16 |
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