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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-03-05 |
| TX | RA | APPROVED | 2022-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Ludacka | Omaha | NE | 08/2018 | 04/2019 |
| Tiaa | Omaha | NE | 04/2016 | 04/2018 |
| Paul Ludacka | Omaha | NE | 04/2018 | 08/2018 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 05/2018 | 04/2019 |
| Samuel Dowdy | Columbia | SC | 04/2019 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2019 | 08/2019 |
| Northwestern Mutual Investment Services Llc | Columbia | SC | 06/2019 | 08/2019 |
| Guardian Life Insurance Company | Columbia | SC | 08/2019 | 09/2019 |
| Park Avenue Securities | Columbia | SC | 08/2019 | 09/2019 |
| Guardian Life Insurance | Sumter | SC | 10/2019 | 01/2022 |
| Park Avenue Securities | Sumter | SC | 10/2019 | 01/2022 |
| The Afp Group | Houston | TX | 02/2022 | 03/2026 |
| Family Housing Advisory Services | Omaha | NE | 05/2021 | Present |
| Mvest Wealth Partners | Sumter | SC | 07/2019 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2022 | Present |
FAMILY HOUSING ADVISORY SERVICES; 2401 LAKE ST, OMAHA, NE, 68111; NON-INV REL; NON-PROFIT PROVIDING HOME BUYER EDUCATION AND RESOURCES; DEPUTY EXECUTIVE DIRECTOR; START DATE=05/2021; HRS/MO=100; TRADING HRS/MO=70; PROVIDE VISION AND LEADERSHIP FOR OMAHA 100 INC., DIRECTS AND IMPLEMENTS THE STRATEGIC PLAN, DEVELOPS AND BALANCES THE BUDGET, PROVIDES ACCOUNTABILITY, POLICIES AND PROCEDURES FOR THE ORGANIZATION * MVEST WEALTH PARTNERS; SAME AS BRANCH; INV REL; MARKETING; OWNER; START DATE=07/2019; HRS/MO=0; TRADING HRS/MO=0; USED FOR MARKETING ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-10 |
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