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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-20 |
| IA | RA | APPROVED | 2024-04-01 |
| NE | RA | APPROVED | 2024-03-29 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lincoln | NE | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 11/2016 | 08/2018 |
| Ubs Financial Services Inc. | Lincoln | NE | 08/2018 | 03/2024 |
| Avior Wealth Management, Llc | Omaha | NE | 03/2024 | Present |
1) NAME OF OTHER BUSINESS: Lincoln East Booster Club / INVESTMENT RELATED?:N / ADDRESS: 1000 S 70th StLincoln/ LancasterNebraska/ NATURE OF THE BUSINESS: Support athletics at Lincoln East High School / POSITION:Member of Board of directors/ DUTIES: Assist with various events throughout the school year that support the athletic program./ START DATE: 8/17/2022/ HOURS DEVOTED TO BUSINESS: NA. ?the name of the other business- I only have one OBA the real estate investment. Not sure if I need to edit as I put that I might form an LLC down the road, but it is one and the same business ?whether the business is investment-related- N/A ?the address of the other business- just my home address ?the nature of the other business; ?your position; ?title, or relationship with the other business; ?the start date of your relationship; ?the approximate number of hours/month you devote to the other business; ?the number of hours you devote to the other business during securities trading hours- zero ?and briefly describe your duties relating to the other business- just an accounting of operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-25 |
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