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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-27 |
| NE | RA | APPROVED | 2025-02-18 |
Branch Locations
12120 Shamrock Plaza, Omaha, NE 68154 • United States
11602 W Center Rd, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 08/2019 | 09/2022 |
| Mutual Of Omaha Investor Services | Omaha | NE | 08/2019 | 09/2022 |
| Better Homes And Gardens Real Estate | Omaha | NE | 07/2018 | 08/2019 |
| Berkshire Hawthaway Homeservies Amabassador Real Estate | Omaha | NE | 01/2018 | 07/2018 |
| Lrs Healthcare | Omaha | NE | 01/2017 | 01/2018 |
| Nei Global Relocation | Omaha | NE | 07/2016 | 01/2017 |
| Fbl Financial Group | West Des Moines | IA | 01/2023 | 11/2024 |
| Spreetail | Omaha | NE | 09/2022 | 11/2022 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 06/2023 | 11/2024 |
| Thrivent Investment Management Inc. | Omaha | NE | 11/2024 | Present |
| Thrivent Financial | Appleton | WI | 11/2024 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Residential rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2021 ADDRESS: 6219 S 149th St, Omaha NE 68137, United States DESCRIPTION: Owner and property manager. Find tenants, get lease signed, coordinate move in and out. Take rental checks, pay bills, organize vendors to perform upkeep to the property. HEARTLAND FAMILY SERVICES POSITION: Enhanced Advocate NATURE: Heartland Family services is a local not for profit that focuses on counseling and mental health for the community. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2025 ADDRESS: 2101 S 42nd Street, Omaha NE 68005, United States DESCRIPTION: I will be a part time on call Enhanced Advocate within the Domestic Abuse and Sexual Assault program. If there is a victim at the hospital they will call Heartland family services and request an Advocate to come and speak to the victim regarding their programs and offer support. This will be 1-2 nights a week and some weekends only (I decide when to sign up for open times or not).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-27 |
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