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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED_RES | 2024-02-21 |
| NE | RA | APPROVED | 2022-05-03 |
Branch Locations
1732 Madison Ave, Council Bluffs, IA 51503 • United States
13003 W Center Rd, Omaha, NE 68144 • United States
3157 Farnam St Ste 7101, Omaha, NE 68131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Saint Paul | MN | 03/2020 | 03/2021 |
| Minnesota Life Insurance Company | Saint Paul | MN | 03/2020 | 03/2021 |
| Renaissance Financial | Omaha | NE | 01/2020 | 03/2021 |
| 4Th Judicial District | Council Bluffs | IA | 04/2014 | 09/2019 |
| Lefty's | Omaha | NE | 02/2020 | 03/2020 |
| Council Bluffs Community School District | Council Bluffs | IA | 10/2016 | 03/2017 |
| Council Bluffs Community School District | Council Bluffs | IA | 10/2017 | 03/2018 |
| Lexipol | Frisco | TX | 07/2017 | 06/2020 |
| Securian Financial Services Inc | Saint Paul | MN | 02/2020 | 03/2020 |
| J.P. Morgan Securities Llc | Omaha | NE | 10/2021 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 10/2021 | 08/2023 |
| Signal 88 Security | Omaha | NE | 04/2021 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 09/2023 | Present |
| J.P. Morgan Securities Llc | Omaha | NE | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-14 |
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