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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-28 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
3401 Village Drive Ste 202, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Lincoln | NE | 11/2011 | 06/2018 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 02/2012 | 06/2018 |
| Securities America, Inc. | Lincoln | NE | 06/2018 | 06/2024 |
| Securities America Advisors | Lincoln | NE | 06/2018 | 06/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
Securities American Advisors Position: Financial Advisor Nature: Advisory Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 05/11/2018 Address:3401 VILLAGE DRIVE STE 202, Lincoln, NE 68516 Futurity First Insurance Group Position: Insurance Agent Nature: Futurity Group Insurance sales Investment Related: Yes Hours: 200 Securities Trading Hours: 100 Start Date: 05/11/2018 Address: 3401 VILLAGE DRIVE STE 202, Lincoln, NE 68516 Steinkuhler Financial Group - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-12 |
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