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13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-18 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2020 | 07/2021 |
| Creighton University | Omaha | NE | 08/2020 | 08/2022 |
| University Of Nebraska | Lincoln | NE | 08/2018 | 05/2020 |
| Concordia University | Seward | NE | 08/2016 | 05/2018 |
| Lutz Financial | Omaha | NE | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-30 |
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