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2828 South 87Th Street, Omaha, NE 68124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longevity Holdings | Minneapolis | MN | 05/2012 | Present |
| Itm, Inc | Omaha | NE | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-18 |
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