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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-02 |
Branch Locations
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
10010 Regency Circle 3Rd Fl, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Advisors - Great Plains Division | Omaha | NE | 09/2018 | 01/2021 |
| Unemployed | Omaha | NE | 04/2018 | 09/2018 |
| Omaha Jewish Community Center | Omaha | NE | 02/2018 | 04/2018 |
| Coco Keys Water Resort | Omaha | NE | 06/2017 | 02/2018 |
| Lifetime Fitness | Omaha | NE | 05/2016 | 06/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2021 | 10/2021 |
| Retire Smart, Llc | Omaha | NE | 06/2021 | 10/2021 |
| Unemployed | Omaha | NE | 01/2021 | 06/2021 |
| Smart Wealth | Omaha | NE | 10/2021 | 06/2022 |
| Wealthplan Investment Management Llc | Omaha | NE | 06/2022 | 04/2023 |
| Wells Fargo Bank, Na | Omaha | NE | 04/2023 | Present |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-26 |
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