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6940 O Street Suite 300, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Lincoln | NE | 02/2016 | 10/2019 |
| R2 Wealth Management Partners | Lincoln | NE | 02/2016 | 12/2023 |
| Paradigm Wealth Llc | Las Vegas | NV | 02/2016 | Present |
| Rossi Financial Services | Lincoln | NE | 01/1998 | Present |
| Paradigm Wealth Llc | Las Vegas | NV | 08/2017 | 04/2025 |
| R2 Capital Strategies, Llc Dba R2 Wealth Management Partners | Lincoln | NE | 09/2025 | Present |
1) Rossi Financial Services - President. 1/1998 to Present. Investment Related. Duties include offering Fixed Insurance, Payroll, Back Office Support / DBA. Spend 5 hours per month on this activity, 1 hour per month during normal trading hours. Address: 8101 O Street Ste 301, Lincoln, NE 68510. 2) Insurance Agent - 3/2014 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Spend 160 hours per month on this activity, all during normal trading hours. Address: 8101 O Street, Suite 301, Lincoln, NE 68510.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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