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Surprise, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-06 |
| NE | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
11102 Blondo Street Suite 101, Omaha, NE 68164 • United States
Surprise, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Peaks Planning Llc | Omaha | NE | 04/2025 | Present |
| Red Robin | Omaha | NE | 06/2019 | 03/2025 |
| Full Time Student | Omaha | NE | 08/2008 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-17 |
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