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Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-08-12
  • NE RA
    APPROVED
    Since 2019-08-12

Branch Locations

1535 The Greens Way, Jacksonville Beach, FL 32250 • United States

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Omaha NE 04/2015 08/2019
Various Insurance Carriers For W & R Insurance Agencies Omaha NE 08/2015 08/2019
Nelson Van Denburg & Campbell Wealth Management Group, Llc Omaha NE 08/2019 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 04/2015 → 08/2019
    Waddell & Reed Inc
    Omaha, NE
  • 08/2015 → 08/2019
    Various Insurance Carriers For W & R Insurance Agencies
    Omaha, NE
  • 08/2019 → 09/2021
    Nelson Van Denburg & Campbell Wealth Management Group, Llc
    Omaha, NE
  • 09/2021 → Present
    Omaha, NE
Previous Registrations
  • 2015-07-02 → 2017-08-17
    Waddell & Reed
    Omaha, NE
    Savage, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-02
  • S66 Uniform Combined State Law Examination
    2015-07-02
Other Names
  • Jessica Leigh Boone

View on SEC IAPD

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