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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
111 Congress Ave., Suite 500, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fesa | Austin | TX | 10/2024 | Present |
| Iams Wealth Management | Omaha | NE | 02/2025 | Present |
| Ctrh | Austin | TX | 03/2022 | 10/2024 |
| Ascension | Austin | TX | 06/2021 | 03/2022 |
| Legacy Rehab | Delhi | LA | 12/2019 | 05/2021 |
| Ulm | Monroe | LA | 12/2017 | 12/2019 |
| Louisiana Tech University | Ruston | LA | 08/2016 | 10/2017 |
| Oak Grove High School | Oak Grove | LA | 08/2012 | 07/2016 |
FESA; Investment Related; Austin, TX; Insurance Agent; LIfe & health insurance, annuities, 10/2024 to Present; 60 hrs per month, 35 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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