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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| NE | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Omaha | NE | 03/2012 | 06/2024 |
| Securities America Advisors | Omaha | NE | 03/2012 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. DBA - American Wealth Partners 2. YOUTH BASKETBALL COACH POSITION: Head Coach NATURE: Youth Basketball Coach INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 5516 S 173rd Ave, Omaha NE 68135, United States DESCRIPTION: Coach youth basketball 3. WATCH D.O.G.S. POSITION: Volunteer NATURE: Watch D.O.G.S. Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 5606 S 147th St., Omaha NE 68137, United States DESCRIPTION: Volunteer at elementary school 4. AMERICAN WEALTH PARTNERS POSITION: Insurance Professional NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/28/2023 ADDRESS: 13305 Birch Dr., Ste 201, Omaha NE 68164, United States DESCRIPTION: Fixed insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-18 |
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