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55 West Street Suite 201, Walpole, MA 02081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-23 |
Branch Locations
17002 Marcy Street Ste 120, Omaha, NE 68118 • United States
55 West Street Suite 201, Walpole, MA 02081 • United States
3401 Village Drive Suite 208, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mendakota Country Club | Mendota Heights | MN | 05/2019 | 08/2019 |
| Eddie Bauer | Eden Prairie | MN | 11/2019 | 01/2020 |
| St. Thomas Academy High School | Mendota Heights | MN | 06/2015 | 04/2020 |
| Creighton University | Omaha | NE | 09/2021 | 01/2022 |
| Colliers International | Omaha | NE | 01/2022 | 05/2023 |
| Unified Legacy Advisors | Omaha | NE | 09/2023 | Present |
| The Patriot Financial Group Insurance Agency, Llc | Omaha | NE | 06/2025 | Present |
| College | Omaha | NE | 08/2019 | 05/2023 |
| Unemployed | Omaha | NE | 05/2023 | 09/2023 |
Unified Retirement Specialists, LLC; Insurance Producer; 17002 Marcy St. Suite 120 Omaha, NE 68526; Description: Selling life insurance and annuities; 2026-04-15; 20 hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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