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3814 Farnam Street Suite 202, Omaha, NE 68131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-10 |
Branch Locations
3814 Farnam Street Suite 202, Omaha, NE 68131 • 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 |
|---|---|---|---|---|
| Capital Synergy Partners. Inc. | Newport Beach | CA | 01/2014 | 11/2019 |
| Blue Capital, Inc. | Omaha | NE | 11/2019 | Present |
INSURANCE/FIXED INSURANCE OMAHA, NE 68131 EFFECTIVE: 06/17/2017 120 HOURS PER MONTH/4 HOURS PER MONTH DURING MARKET HOURS Red Lion Lounge Owner; Not Investment Related Omaha, NE No time spent on activity during each month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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