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Inactive

Dawson James Emond

Smart Wealth, LLC

Omaha, NE

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Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-09-03
  • NE RA
    APPROVED
    Since 2024-09-03

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retire Smart, Llc Omaha NE 01/2024 07/2024
Fed Ex Gretna NE 09/2023 12/2023
United States Navy Great Lakes IL 08/2021 05/2023
Helmerich & Payne Grand Junction CO 08/2023 09/2023
Millard North High School Omaha NE 08/2014 08/2021
Lexus Of Omaha Omaha NE 05/2023 08/2023
Retire Smart, Llc Omaha NE 08/2024 Present
Smart Wealth, Llc Omaha NE 08/2024 Present
  • 01/2024 → 07/2024
    Retire Smart, Llc
    Omaha, NE
  • 09/2023 → 12/2023
    Fed Ex
    Gretna, NE
  • 08/2021 → 05/2023
    United States Navy
    Great Lakes, IL
  • 08/2023 → 09/2023
    Helmerich & Payne
    Grand Junction, CO
  • 08/2014 → 08/2021
    Millard North High School
    Omaha, NE
  • 05/2023 → 08/2023
    Lexus Of Omaha
    Omaha, NE
  • 08/2024 → Present
    Retire Smart, Llc
    Omaha, NE
  • 08/2024 → Present
    Smart Wealth, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

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