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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NE | RA | APPROVED | 2023-04-25 |
Branch Locations
16934 Frances St. Suite 201, Omaha, NE 68130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Omaha | NE | 06/2015 | 04/2023 |
| Securities America Advisors, Inc. | Omaha | NE | 06/2015 | 04/2023 |
| Commonwealth Financial Network | San Diego | CA | 04/2023 | Present |
| Brobst Financial Llc | Omaha | NE | 04/2023 | Present |
| Trusted Wealth Partners | Omaha | NE | 04/2023 | Present |
1.Fixed insurance sales; as of 4/20/2023; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Brobst Financial LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/20/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Business transition consulting, Brobst Financial, LLC; as of 01/31/2024; less than 1% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-09 |
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