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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-07-27 |
Branch Locations
3717 Harney Street Second Floor, Omaha, NE 68131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2016 | 07/2023 |
| Commonwealth Financial Network | San Diego | CA | 07/2023 | Present |
| Soar Wealth Strategies | Omaha | NE | 07/2023 | 05/2025 |
| Avant-Garde Wealth Partners | Omaha | NE | 05/2025 | Present |
1. Fixed insurance sales; as of 07/26/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Karpaty Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Omaha, NE 68136; as of 01/07/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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