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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 09/2012 | 02/2019 |
| Questar Asset Management | Minneapolis | MN | 09/2012 | 02/2019 |
| Securities America, Inc. | Lincoln | NE | 02/2019 | 06/2024 |
| Securities America Advisors | Lincoln | NE | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
1. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2003 ADDRESS: 8035 Eiger Drive, Suite A, LINCOLN NE 68516, United States DESCRIPTION: Insurance Sales 2. KRAFT INVESTMENT SERVICES, INC. POSITION: N/A NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/24/2025 ADDRESS: 8035 EIGER DR STE A, LINCOLN NE 68516-6689, United States DESCRIPTION: Introduce clients needing tax help to the CPA and accountants who are in the office. 3. EIGER PROPERTIES LLC POSITION: Non-managing member NATURE: Commercial rental building located at 8035 Eiger Dr. Lincoln, Nebraska. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2020 ADDRESS: 8035 Eiger Dr, Suite A, Lincoln NE 68516, United States DESCRIPTION: I am a non-managing member of Eiger Properties LLC which owns a commercial building held for rental purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-05 |
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