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13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-29 |
Branch Locations
13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Omaha | NE | 02/2022 | 05/2026 |
| University Of Nebraska Lincoln | Omaha | NE | 01/2018 | 12/2021 |
| Elkhorn South High School | Omaha | NE | 08/2014 | 05/2017 |
| Unemployed | Omaha | NE | 12/2021 | 02/2022 |
| J Crew | Omaha | NE | 10/2017 | 01/2018 |
| Lutz Financial | Omaha | NE | 06/2026 | Present |
| Unemployed | Omaha | NE | 06/2017 | 10/2017 |
Independent Insurance Agent; not investment-related; started 05/2022; approximately 1 hour per week, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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