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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-26 |
| NE | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 07/2020 | 08/2023 |
| Minnesota Life Insurance Co | St. Paul | MN | 07/2020 | 08/2023 |
| Renaissance Financial Corp | Omaha | NE | 07/2020 | Present |
| Omaha's Henry Doorly Zoo And Aquarium | Omaha | NE | 05/2017 | 07/2017 |
| Castle Unicorn | Pacific Junction | IA | 05/2015 | 05/2018 |
| Massage Heights | Coralville | IA | 01/2018 | 10/2018 |
| Z'MAriks | Iowa City | IA | 09/2018 | 03/2019 |
| Higher Learning Technologies | Coralville | IA | 03/2019 | 10/2020 |
| Renaissance Financial | Omaha | NE | 06/2019 | 08/2019 |
| Securian Financial Services Inc | St. Paul | MN | 06/2019 | 08/2019 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: June 2019 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. ALZHEIMER'S ASSOCIATION POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 11711 Arbor St, #110, Omaha NE 68144, United States DESCRIPTION: I am training to be a Community Educator for the Omaha Chapter of the Alzheimer's Association.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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