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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2012 | 04/2022 |
| Commonwealth Financial Network | San Diego | CA | 04/2022 | 06/2025 |
| Soar Wealth Strategies | Omaha | NE | 04/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. CONNELLY FINANCIAL LLC, 9613 South 123rd Avenue, Papillion NE 68046, United States, 06/30/2025, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 1 HR/MO TRADING 2. SOAR WEALTH STRATEGIES LLC, 9839 South 168th Avenue, Suite 2F, Omaha NE 68136, United States, 05/28/2025, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 0 HR/MO TRADING 3. SCHUETZ PROPERTIES LLC, 9839 South 168th Avenue, Suite 2F, Omaha NE 68136, United States, 05/28/2025, Owner, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 4. HEAVENLY FOODS LLC, 15847 Howard Street, Omaha NE 68118, United States, 05/28/2025, Owner, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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