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12020 Shamrock Plaza Suite 100, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-11-06 |
Branch Locations
12020 Shamrock Plaza Suite 100, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Omaha | NE | 08/2015 | Present |
| Continuum Financial | Omaha | NE | 10/2015 | 01/2021 |
| Securities America Inc | Omaha | NE | 10/2015 | 02/2023 |
| Convergence Wealth | Omaha | NE | 11/2020 | Present |
***KOEHLER BROTHERS PARTNERSHIP POSITION: Farm hand NATURE: Family Farm INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2016 ADDRESS: 31811 Rd. N, Harvard NE 68944 DESCRIPTION: Farm work. ***INSURANCE SALES POSITION: Agent NATURE: Independent Insurance Broker Agent - Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2015 ADDRESS: 12020 Shamrock Plaza, Suite 100, Omaha NE 68154 DESCRIPTION: Insurance Sales ***CONVERGENCE WEALTH LLC POSITION: Investment Advisor Representative NATURE: Investment Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 12020 Shamrock Plaza, Suite 100, Omaha NE 68154 DESCRIPTION: Investment Advisory Business ***DBA - Convergence Advisory Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-31 |
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