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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Lincoln | NE | 06/2020 | 06/2021 |
| University Of Nebraska-Lincoln | Lincoln | NE | 03/2020 | 06/2020 |
| Academy Lincoln | Lincoln | NE | 09/2019 | 03/2020 |
| C&A Industries | Omaha | NE | 05/2019 | 09/2019 |
| University Of Nebraska-Lincoln | Lincoln | NE | 01/2019 | 05/2019 |
| University Of Nebraska-Lincoln Athletic Department | Lincoln | NE | 08/2017 | 01/2019 |
| Addy's Sports Bar & Grill | Omaha | NE | 05/2017 | 08/2017 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2016 | 05/2017 |
| Mutual Of Omaha Investor Services | Lincoln | NE | 02/2021 | 06/2021 |
| Lpl Financial Llc | Omaha | NE | 07/2021 | 04/2022 |
| Brokers International Financial Services | Omaha | NE | 04/2022 | Present |
TR Financial; securities related; 15808 West Dodge Road, Omaha, NE 68118; DBA for securities; Financial Consultant; 160 hours per month, 130 hours during securities hours; Sales and service of my securities clients and help with paperwork for the firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-04 |
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