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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-21 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illuminate Financial Group | Omaha | NE | 10/2015 | 05/2020 |
| University Of Nebraska Omaha | Omaha | NE | 01/2015 | 05/2021 |
| Cetera Advisors Llc | Denver | CO | 06/2016 | 05/2020 |
| Nelson Van Denburg & Campbell Wealth Management Group, Llc | Omaha | NE | 05/2020 | 09/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
2. NAME OF OTHER BUSINESS: UNITED CEREBRAL PALSY OF NEBRASKA; INVESTMENT RELATED: NO; ADDRESS: 920 SOUTH 107TH AVENUE, OMAHA, NE 68114; NATURE OF BUSINESS: 501(C)(3); START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: MEMBER / TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REVIEW AND PRESENT FINANCIALS AT BOARD MEETINGS, OCCASIONALLY SIGN CHECKS; 3. NAME OF OTHER BUSINESS: FORESTER FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICE AND SALES; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SERVICE AND SALES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2018; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 5. NAME OF OTHER BUSINESS: CAVEY & ASSOCIATES, LLC; INVESTMENT RELATED: NO; ADDRESS: 6317 S 120TH PLAZA, OMAHA, NE 68137; NATURE OF BUSINESS: TAX AND COMPENSATION PURPOSES; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: STATUTORY EMPLOYEE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ENTITY USED FOR TAX AND COMPENSATION PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-05 |
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