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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grata Bar & Lounge | Lincoln | NE | 11/2014 | 05/2019 |
| University Of Nebraska-Lincoln | Lincoln | NE | 01/2012 | 12/2016 |
| Modern Woodmen Of America | Rock Island | IL | 08/2017 | 04/2019 |
| Mwa Financial Services Inc | Rock Island | IL | 08/2018 | 04/2019 |
| Benefit Management | Lincoln | NE | 05/2019 | 09/2020 |
| Sagepoint Financial, Inc. | Lincoln | NE | 05/2019 | 09/2020 |
| Pruco Securities, Llc | Omaha | NE | 09/2020 | 03/2021 |
| The Prudential Insurance Co. Of America | Omaha | NE | 09/2020 | 03/2021 |
| Woodbury Financial Services Inc | Lincoln | NE | 03/2021 | 01/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2022 | 03/2025 |
| Alpha Wealth Advisors | Omaha | NE | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 03/2025 |
| Integrity Alliance, Llc | Omaha | NE | 03/2025 | Present |
1. American Senior Benefits; Not investment related; 9850 Nicholas St, Suite 200, Omaha, NE 68114; Fixed Insurance; Advisor; 03/12/2025; 160 hours per month; 160 hours during security hours; retirement, investment management, business and estate planning 2. CenterSphere; Not Investment related; PO Box 492, Elkhorn, NE 68022; Networking Group; Member; 01/01/2016; 6 hours per month; 6 hours during security hours; I run a networking group that meets weekly to help each other grow our business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
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