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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-10-28 |
Branch Locations
13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retire Smart | Omaha | NE | 03/2021 | 10/2021 |
| Smart Wealth, Llc | Omaha | NE | 10/2021 | Present |
| Creative Landscaping | Lincoln | NE | 05/2018 | 08/2020 |
| Hy-Vee | Lincoln | NE | 05/2016 | 05/2018 |
| Student | Lincoln | NE | 10/2011 | Present |
| Retire Smart, Llc | Omaha | NE | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-02 |
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