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11225 Davenport Street Suite 102, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-08 |
| CO | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-08-23 |
| NE | RA | APPROVED | 2024-02-05 |
| IA | RA | APPROVED | 2024-02-04 |
Branch Locations
11225 Davenport Street Suite 102, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callahan Financial Planning Company | Omaha | NE | 06/2015 | 07/2019 |
| Callahan Financial Planning Company | Omaha | NE | 07/2019 | 04/2021 |
| Ts Bank | Council Bluffs | IA | 04/2021 | 07/2022 |
| Ts Bank | Council Bluffs | IA | 07/2022 | 06/2023 |
| Ts Bank | Council Bluffs | IA | 06/2023 | 12/2023 |
| Cornerstone Financial Group, Llc | Denver | CO | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-19 |
| S66 | Uniform Combined State Law Examination | 2011-05-03 |
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