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3925 S. 147Th Street Suite 115, Omaha, NE 68144-5576 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-03 |
| NE | RA | APPROVED | 2026-03-03 |
| TX | RA | APPROVED | 2017-08-31 |
| MO | RA | APPROVED | 2017-08-07 |
| IA | RA | APPROVED | 2017-04-06 |
Branch Locations
3925 S. 147Th Street Suite 115, Omaha, NE 68144-5576 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc. | Arden Hills | MN | 04/2016 | 11/2017 |
| Heartland Financial Advisors, Llc. | Omaha | NE | 01/2016 | 01/2017 |
| Heartland Financial Advisors, L.L.C. | Omaha | NE | 01/2017 | 03/2017 |
| Professional Retirement Strategies, Llc | Omaha | NE | 02/2017 | Present |
Chad Docken 3DForgeZ, Owner, Non-Investment Related, Costume Prop Shop, 09/2019 - Present, 10/Hours Per Month with 0 during Trading hours. 14923 Polk Street, Omaha, NE 68137.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
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