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15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
Frisco, TX • United States
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 |
|---|---|---|---|---|
| Allstate Insurance Co | Dallas | TX | 10/2015 | 05/2022 |
| Logos Tax And Business Solutions | Little Elm | TX | 10/2015 | 05/2022 |
| Logos Financial Group Llc | Frisco | TX | 05/2022 | 07/2025 |
| Stevens Capital Partners | Omaha | NE | 06/2025 | Present |
SCP Tax LLC; Not investment related; 6136 Frisco Square Blvd, ste 400 Frisco, Texas, 75034; Tax preparation; Partner; Partner; 05/06/2025; 40; 40; Tax preparation, tax filing and CFO services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-19 |
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