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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-07 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 06/2020 | 11/2023 |
| Occasions By Cory | Casper | WY | 05/2019 | 08/2019 |
| Boys And Girls Club | Casper | WY | 06/2017 | 08/2019 |
| Central Wyoming College | Riverton | WY | 08/2016 | 05/2018 |
| Peru State College | Peru | NE | 08/2018 | 05/2020 |
| Mutual Of Omaha Investor Services | Omaha | NE | 07/2020 | 11/2023 |
| Prime Pensions | Florham Park | NJ | 01/2024 | 07/2024 |
| Unemployed | Lincoln | NE | 07/2024 | 02/2025 |
| Alera Investment Advisors, Llc | Lincoln | NE | 02/2025 | Present |
| Unemployed | Lincoln | NE | 11/2023 | 01/2024 |
AOV LLC; Rental property; self-employed travel agent; start date August 2022. 1-2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-22 |
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