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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-12-13 |
Branch Locations
13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Group | Bellevue | NE | 07/2020 | 07/2021 |
| Weitz Investment Management | Omaha | NE | 01/2020 | 06/2020 |
| Pacific Life | Omaha | NE | 12/2016 | 01/2020 |
| Chase Bank | New Berlin | WI | 04/2016 | 11/2016 |
| Tim Harrison | Omaha | NE | 08/2021 | 11/2022 |
| Northwestern Mutual Investment Services Llc | Omaha | NE | 08/2021 | 11/2022 |
| Jb Goods Llc | Omaha | NE | 08/2020 | 12/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2021 | 11/2022 |
| Smart Wealth, Llc | Omaha | NE | 11/2022 | Present |
| Retire Smart, Llc | Omaha | NE | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
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