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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 | 2026-06-02 |
| NE | RA | APPROVED | 2023-10-16 |
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 |
|---|---|---|---|---|
| University Of Central Missouri | Warrensburg | MO | 08/2015 | 07/2019 |
| Moylan Kropp | Omaha | NE | 07/2019 | 10/2023 |
| Securities America, Inc. | Omaha | NE | 01/2021 | 10/2023 |
| Securities America Advisors | Omaha | NE | 06/2022 | 10/2023 |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | 01/2026 |
| Trusted Wealth Partners | Omaha | NE | 10/2023 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Trusted Wealth Partners | Omaha | NE | 01/2026 | Present |
1. Fixed insurance sales; as of 1/19/2026; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Fixed insurance referrals; as of 1/26/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
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