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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-30 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Teresa's Academy | Kansas City | MO | 08/2016 | 06/2017 |
| Self-Employed | Lees Summit | MO | 06/2017 | 08/2017 |
| Creighton University | Omaha | NE | 08/2017 | 06/2018 |
| Self-Employed | Lees Summit | MO | 06/2018 | 08/2018 |
| Creighton University | Omaha | NE | 08/2018 | 06/2019 |
| Ascensus Government Savings | Kansas City | MO | 06/2019 | 08/2019 |
| Creighton University | Omaha | NE | 08/2019 | 06/2020 |
| Ascensus Government Savings | Kansas City | MO | 06/2020 | 08/2020 |
| Creighton University | Omaha | NE | 08/2020 | 06/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 01/2021 | 06/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 06/2021 | Present |
?the name of the other business; oKappa Kappa Gamma ?whether the business is investment-related; oNo ?the address of the other business; o6640 Riverside Dr. Suite 200, Dublin, OH 43017 (this is the HQ address, I'm an advisor for the Creighton chapter, so let me know if you want that one instead) ?the nature of the other business; oSorority ?your position; oAdvisor ?title, or relationship with the other business; oEvent, Risk, and Vice President, External Affairs Advisor ?the start date of your relationship; o9/11/2024 ?the approximate number of hours/month you devote to the other business; o8 hours ?the number of hours you devote to the other business during securities trading hours; oNone ?and briefly describe your duties relating to the other business; oProvide guidance and advice to women in the positions I advise. I also help approve events that they are having on campus and off campus. ?the name of the other business; Kappa Kappa Gamma Omaha Alumni Association ?whether the business is investment-related; no ?the address of the other business; 16417 Jones Cir. Omaha, NE 68118 ?the nature of the other business; Alumni association ?your position; Treasurer ?title, or relationship with the other business; Treasurer ?the start date of your relationship; 5/28/26
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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