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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NE | RA | APPROVED | 2023-04-25 |
Branch Locations
16934 Frances St. Suite 201, Omaha, NE 68130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors, Llc | Denver | CO | 01/2013 | 07/2019 |
| Securities America, Inc. | Omaha | NE | 07/2019 | 04/2023 |
| Securities America Advisors | Omaha | NE | 07/2019 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| Trusted Wealth Partners | Omaha | NE | 04/2023 | Present |
1. Fixed insurance sales; as of 12/19/2022; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, CJE Financial Services, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/19/2022; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-30 |
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