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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wild Willy's Fireworks | Springfield | NE | 05/2019 | 08/2019 |
| Mahoney State Park | Ashland | NE | 05/2019 | 09/2020 |
| Bellino Fireworks | Papillion | NE | 06/2021 | 07/2023 |
| Dj's Dugout | Omaha | NE | 12/2019 | 05/2025 |
| Doubletree By Hilton | Omaha | NE | 03/2023 | Present |
| Topgolf | Omaha | NE | 03/2021 | 09/2021 |
| Platteview Highschool | Springfield | NE | 08/2014 | 05/2019 |
| University Of Nebraska - Omaha | Omaha | NE | 08/2019 | 05/2023 |
| Pathfinder Wealth Advisors | Papillion | NE | 04/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
Owner, WW, LLC; an entity created for the purpose of owning & managing real estate in Omaha, NE, as of 1/01/2024; 2% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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