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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 07/2016 | 08/2023 |
| Renaissance Financial Corportion | Omaha | NE | 07/2016 | Present |
| Securian Financial Services Inc. | St. Paul | MN | 07/2016 | 08/2023 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2016 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. FOOTBALL FOR THE WORLD POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: , Omaha NE , United States DESCRIPTION: Volunteer 4. NEBRASKA STATE SOCCER ASSOC POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: , Omaha NE , United States DESCRIPTION: Advisory Board 5. NEBRASKA STATE SOCCER ASSOC POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 8515 S 84th Street, Omaha NE 68131, United States DESCRIPTION: Runs the youth soccer association for the state of Nebraska. 6. BENNINGTON SOCCER CLUB POSITION: Volunteer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: PO Box 311, Bennington NE 68007, United States DESCRIPTION: President of the Boarda) Responsible for the overall operation of BENSC.b) Responsible for the execution of the Club's Emergency Preparedness and ResponsePlanc) Facilitate all meetings.d) Prepare the agenda for all meetings.e) Delegate authority, assign specific functions, and recommend the creation of specialcommittees.f) Act as Risk Management Coordinator for BENSC.g) Represent BENSC in matters involving affiliated organizations and other social,recreational, and sports organizations.h) Prepare an Annual Report for and preside at the Annual General Meeting.i) Perform other duties as may be delegated by the Board of Directors. 7. MMPHS 2, LLC POSITION: Member NATURE: Personal Investment LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 8515 Kilpatrick Pkwy, Bennington NE 68007, United States DESCRIPTION: Personal investment LLC to fund commercial real estate, class A storage units and potential local start ups. 8. PIXII POSITION: Investor NATURE: Personal Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2023 ADDRESS: 8515 Kilpatrick Pkwy, Bennington NE 68007, United States DESCRIPTION: Personal investment to fund startup in the marketing analytics and digital advertising space.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-30 |
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