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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bixby Financial Services | Fremont | NE | 11/2019 | Present |
| Securities America, Inc. | Fremont | NE | 08/2020 | 06/2024 |
| Fastenal | Fremont | NE | 05/2018 | 05/2020 |
| Bakers | Fremont | NE | 01/2017 | 05/2017 |
| City Of Omaha | Omaha | NE | 05/2017 | 08/2017 |
| Midland University | Fremont | NE | 08/2016 | 01/2018 |
| Fremont Ymca | Fremont | NE | 01/2018 | 01/2019 |
| Securities America Advisors | Fremont | NE | 01/2021 | 06/2024 |
| Osaic Wealth, Inc. | Fremont | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Fremont | NE | 06/2024 | Present |
1.SECURITIES AMERICA ADVISORS POSITION: Investment Advisor NATURE: Advisory Affiliation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2021 ADDRESS: 12325 Port Grace Blvd., La Vista NE 68128 DESCRIPTION: Investment Advisor with Securities America Advisors 2.BIXBY FINANCIAL SERVICES POSITION: Agent NATURE: Bixby Financial Services; Insurance Sales/Solicitor; Fremont, NE; Beginning June 2021 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/23/2021 ADDRESS: 535 N Park Ave, Fremont NE 68025 DESCRIPTION: Sell insurance to clients that need it 3.FREMONT CREATIVE COLLECTIVE POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2026 ADDRESS: 105 E 6th St #5029, Fremont NE 68025, United States DESCRIPTION: Board Member that gives opinions and ideas on how to make the most impact in the community through the Fremont Creative Collective.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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