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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
1001 Fort Crook Rd N, Bellevue, NE 68005 • United States
7519 N 30Th St, Omaha, NE 68112 • United States
14301 Fnb Pkwy, Omaha, NE 68154 • United States
1700 Farnam St, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Omaha | NE | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 11/2021 |
| Silverleaf Advisor Group, Llc | Omaha | NE | 11/2021 | 03/2022 |
| Lpl Financial Llc | Omaha | NE | 11/2021 | 11/2023 |
| Gladstone Wealth Partners | Omaha | NE | 03/2022 | 11/2023 |
| U.S. Bancorp Investments, Inc. | Omaha | NE | 11/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Omaha | NE | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-03 |
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