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17838 Burke St. Suite 102, Omaha, NE 68118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
| NE | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Omaha | NE | 09/2015 | 06/2020 |
| United States Marine Corps | Beaufort | SC | 04/2002 | 04/2020 |
| Morgan Stanley | New York | NY | 10/2015 | 06/2020 |
| Principal Life Insurance Company | Elkhorn | NE | 06/2020 | 06/2023 |
| Principal Securities Inc | Elkhorn | NE | 06/2020 | 06/2023 |
| Ils Financial, Llc | Elkhorn | NE | 06/2020 | Present |
| Ica Group Wealth Management, Llc | Denver | CO | 06/2023 | 06/2024 |
| United States Marine Corps | Omaha | NE | 04/2020 | Present |
| Independent Insurance Agent | Omaha | NE | 06/2023 | Present |
| Ils Financial, Llc | Omaha | NE | 06/2024 | Present |
| Millard North High School | Omaha | NE | 02/2026 | Present |
1)US Marine Corps Reserves; Not Investment Related; Omaha, NE; Reservist; Serves in the reserves that requires some training during the course of the year.; Start Date: 2020; 15 hrs per month; 3 during trading hours. 2)PreVeteran; Not Investment Related; Omaha, NE; Board Member; Serves on board to help vets transition from military life to the private sector.; Start Date: 02/01/2020; 2 hrs per month; 0 during trading hours. 3)Independent Insurance Agent; Investment Related; Omaha, NE; Insurance Agent; Insurance and Annuity sales; Start Date: 06/2023; 16 hrs per month, including during trading hours. 4) Millard North High School; nont investment related; Omaha, NE; Football Coach; start date 02/2026; 80 hrs/mo, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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