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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| NE | RA | APPROVED | 2016-12-21 |
Branch Locations
15808 West Dodge Road Suite 103, Omaha, NE 68118 • United States
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Omaha | NE | 01/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 05/2016 | 03/2017 |
| Southwestern Investment Advisory Services | Omaha | NE | 03/2017 | 11/2022 |
| Dixon Wells | Omaha | NE | 11/2019 | Present |
| Southwestern Investment Group | Omaha | NE | 03/2017 | 11/2022 |
| Casey Wealth Team | Omaha | NE | 12/2021 | Present |
| Sagespring Wealth Partners | Omaha | NE | 11/2022 | Present |
(1)Name of Business: Casey Wealth Team Address: 15808 West Dodge Road, Omaha, NE, 68118, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Jeff Casey Inc. Address: 17815 Binney St, Omaha, NE, 68116, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 10/28/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I receive passive income from renewal commissions. I sold insurance as an independent contractor and registered my business as an S corp. I pay myself a salary. (3)Name of Business: SageSpring Wealth Partners Address: 15808 West Dodge Road, Omaha, NE, 68118, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: Vanbridge Address: 15808 West Dodge Road Suite 103, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 11/21/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
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