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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| CO | RA | APPROVED | 2024-12-16 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
7800 E Union Ave Suite 520, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2020 | 06/2024 |
| Southeast Nebraska Development District | Lincoln | NE | 06/2019 | 08/2020 |
| Doane University | Crete | NE | 01/2017 | 05/2020 |
| Doane University | Crete | NE | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2022 | 11/2024 |
| Ep Wealth Advisors, Llc | Denver | CO | 11/2024 | Present |
Name: iNishiative Sports LLC, Role: Founder/Sole-Member, Type: Doing Business As, Start Date: 02/14/2022, Investment Related?: No, Address: 8814 Walnut Ct, La Vista, NE 68128, Number of Hours/Mo: 20, Duties: I am responsible for all business activities. Including but not limited to marketing, accounting, coaching, trainings, and film editing. The LLC has no employees and is a single-member LLC for the activities listed above and for anything related to the nature of this business as stated above. Compensation will come from flat fees charged for certain services (such as filming and editing) and hourly fees for others (such as coaching and private trainings).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-21 |
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