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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Valparaiso | NE | 07/2025 | Present |
| Jones Bank | Seward | NE | 05/2023 | Present |
| Walmart | Seward | NE | 05/2022 | 05/2023 |
| Caseys | Seward | NE | 05/2021 | 05/2022 |
| Mcdonalds | Seward | NE | 05/2020 | 05/2021 |
| Chartwells | Seward | NE | 08/2017 | 05/2020 |
| N/A | Hemet | CA | 07/2015 | 08/2017 |
Title: Wealth Management Officer at Jones Bank Start Date 07/2025 at 203 S 6th St, Seward, NE 68434 whether the business is investment-related; Yes the nature of the other business; Banking the approximate number of hours/month you devote to the other business; 80 the number of hours you devote to the other business during securities trading hours; 80 and briefly describe your duties relating to the other business; Responsible for providing comprehensive financial advisory services to individuals and businesses with investable assets, helping them manage their wealth and achieve their financial goals. This role involves assessing clients' financial needs, creating tailored investment strategies and providing ongoing support to ensure clients' portfolios are performing well and are aligned with their objectives.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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