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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
6040 South 58Th Street, Ste E, Lincoln, NE 68516 • United States
10831 Old Mill Road Suite 200C, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 06/2018 | 01/2021 |
| University Of Nebraska-Lincoln Landscaping Services | Lincoln | NE | 06/2016 | 05/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 08/2019 | 01/2021 |
| University Of Nebrask-Lincoln | Lincoln | NE | 06/2014 | 05/2018 |
| Woodbury Financial Services Inc | Lincoln | NE | 01/2021 | 01/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2023 | Present |
| Alpha Wealth Advisors | Lincoln | NE | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 10/2024 | Present |
1. NAME OF OTHER BUSINESS: ALPHA WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR IN SERVICING CLIENTS AND CREATING FINANCIAL PLANS; 2. NAME OF OTHER BUSINESS: KGH ENTERPRISES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: TAX REPORTING ENTITY, MANAGE INCOME FOR TAX PURPOSES; 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA ADVISORNET WEALTH PARTNERS - CRD# 113074; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: ACCESS PERSON; START DATE: 11/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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