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Current Employers
Forthright Capital

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-09
NV RA APPROVED 2025-08-24
NE RA APPROVED 2025-08-20
  • IA RA
    APPROVED
    Since 2026-01-09
  • NV RA
    APPROVED
    Since 2025-08-24
  • NE RA
    APPROVED
    Since 2025-08-20

Branch Locations

7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States

Bennington, NE • United States

Honey Creek, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bancwest Investment Services Omaha NE 07/2011 09/2018
Bank Of The West Omaha NE 07/2011 09/2018
Sequent Planning, Llc Omaha NE 09/2018 07/2025
Sequent Planning, Llc Omaha NE 10/2018 07/2025
Forthright Capital Advisory, Llc Las Vegas NV 08/2025 Present
Forthright Capital Partners, Llc Las Vegas NV 08/2025 Present
  • 07/2011 → 09/2018
    Bancwest Investment Services
    Omaha, NE
  • 07/2011 → 09/2018
    Bank Of The West
    Omaha, NE
  • 09/2018 → 07/2025
    Omaha, NE
  • 10/2018 → 07/2025
    Omaha, NE
  • 08/2025 → Present
    Forthright Capital Advisory, Llc
    Las Vegas, NV
  • 08/2025 → Present
    Forthright Capital Partners, Llc
    Las Vegas, NV
Previous Registrations
  • 2018-11-08 → 2025-06-10
    Omaha, NE
  • 2011-07-11 → 2018-09-26
    Bancwest Investment Services, Inc.
    Omaha, NE
  • 2008-11-21 → 2011-07-01
    Securities America Advisors, Inc.
    La Vista, NE
Other Businesses

Forthright Capital Partners, LLC, investment related, 7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128, Insurance Agency, Insurance Agent, Start Date 08/2025, 5 hours per month and 0 during securities trading hours, Solicitation of individual life insurance and fixed annuity products to consumers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-13
S63 Uniform Securities Agent State Law Examination 2004-06-09
  • S66 Uniform Combined State Law Examination
    2008-11-13
  • S63 Uniform Securities Agent State Law Examination
    2004-06-09
Other Names
  • Rick Bert Reed

View on SEC IAPD

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