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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Fremont | OH | 09/2007 | 03/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 10/2007 | 03/2017 |
| U.S. Bancorp Investments, Inc. | Fremont | OH | 03/2017 | 08/2019 |
| Cetera Advisors | Denver | CO | 08/2019 | 09/2022 |
| Brandon Wealth Management | Fremont | OH | 12/2020 | 09/2022 |
| Sunni & Dads Live Music Performance | Fremont | OH | 02/2019 | 12/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 09/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2022 | Present |
| Deverna & Co Financial | Perrysburg | OH | 09/2022 | Present |
| Deverna & Co | Perrysburg | OH | 09/2022 | Present |
| Aligned Investment Concepts | Toledo | OH | 07/2024 | Present |
| Welty Insurance Group | Fremont | OH | 11/2024 | Present |
DEVERNA & CO FINANCIAL; SAME AS BRANCH; INV REL; INSURANCE/ANNUITY SALES; FINANCIAL CONSULTANT; START DATE=09/2022; HRS/MO=160; TRADING HRS/MO=126; INSURANCE/ANNUITY SALES * dba DEVERNA & CO; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; ASSOCIATE; START DATE=09/2022; HRS/MO=120; TRADING HRS/MO=120; INSURANCE/ANNUITY SALES * dba ALIGNED INVESTMENT CONCEPTS; INV REL; SAME AS BRANCH; MARKETING; OWNER; START DATE=07/2024; HRS/MO=10; TRADING HRS/MO=5; INVESTMENT ACCOUNT MANAGEMENT, RETIREMENT INCOME PLANNING AND LEGACY PLANNING * Welty Insurance Group; 2100 Old Oak Harbor Rd, Fremont OH 43420; inv rel; insurance products and solutions; Agent; start date=11/2024; hrs/mo=10; trading hrs/mo=4; meeting with clients and offering life insurance products and solutions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-07 |
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