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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-03 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vehicle Group | Hastings | NE | 09/2016 | 03/2020 |
| Walmart | Hastings | NE | 11/2013 | 09/2016 |
| Thrivent Investment Management Inc | Omaha | NE | 02/2012 | 08/2021 |
| Thrivent Financial | Appleton | WI | 03/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 09/2020 | 08/2021 |
| Applied Underwriters | Omaha | NE | 08/2021 | 11/2021 |
| Bank Of The West | Omaha | NE | 12/2021 | 07/2023 |
| Bancwest Investment Services, Inc. | Omaha | NE | 12/2021 | 07/2023 |
| Iams Wealth Management | Omaha | NE | 01/2024 | Present |
| Unemployed | Omaha | NE | 08/2023 | 10/2023 |
| Independent Insurance Agent | Omaha | NE | 01/2024 | Present |
| American Elm Distribution Partners | Portsmouth | NH | 07/2025 | Present |
As of 10/2023, RR is an Operations Director with IAMS Wealth Management, located in Omaha, NE. In this role, RR helps facilitate operations team duties for internal staff. This business is conducted during securities trading hours and requires approximately 160 hours per month, of which about 145 hours occur during securities trading hours. As of 01/2024, RR is an Independent Insurance Agent based in Omaha, NE. In this capacity, RR offers life insurance and annuity products. This role does not conflict with the securities business being conducted and does not occur during securities trading hours. Approximate time devoted to this activity is 5 hours per month. American Elm Distribution Partners; Sales Supervisor, Dual Employee Registered Representative; Investment Related; Facilitate the sale of RILA products to RRs; 10 Hour Per Month; 5 Hours Per Month During Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
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