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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-23 |
| NE | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Corp | Omaha | NE | 10/2021 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 10/2021 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 10/2021 | 08/2023 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 07/2020 | 03/2022 |
| Woodmen Of The World Life Insurance Society | Omaha | NE | 02/2020 | 06/2020 |
| Runza Restaurants | Papillion | NE | 03/2014 | 12/2020 |
| University Of Nebraska Omaha | Omaha | NE | 08/2019 | 05/2021 |
| Metropolitan Community College | Omaha | NE | 08/2017 | 05/2019 |
| Wash 'N Roll | Omaha | NE | 05/2018 | 09/2018 |
| Daniel J. Gross Catholic High School | Omaha | NE | 08/2013 | 05/2017 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: October 2021 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 2.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: November 2021 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
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