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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-22 |
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 |
|---|---|---|---|---|
| Sterling Nfg | Rockwall | TX | 09/2013 | Present |
| Iams Wealth Management | Omaha | NE | 05/2025 | Present |
Sterling nfg, Rockwall, TX; Insurance Agent; investment related; Life Insurance, health insurance, disability, long-term care and annuities sales; 09/2013; 100 hours per month, 70 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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