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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investools | Draper | UT | 05/2009 | 10/2016 |
| Unemployed | Draper | UT | 10/2016 | 07/2017 |
| Farm Bureau | Sandy | UT | 07/2017 | 11/2017 |
| Fbl Marketing Services | West Des Moines | IA | 09/2017 | 11/2017 |
| Edward Jones | St Louis | MO | 02/2019 | 09/2019 |
| Teraflex | West Jordan | UT | 02/2018 | 02/2019 |
| Investment Coach Doug | Sandy | UT | 10/2016 | 02/2019 |
| Fidelity Investments | Salt Lake City | UT | 02/2020 | 12/2021 |
| Unemployed | Sandy | UT | 09/2019 | 02/2020 |
| Orion Portfolio Solutions | Omaha | NE | 05/2026 | Present |
| Spencer Wealth Management | Sandy | UT | 01/2022 | 08/2024 |
| Unemployed | Sandy | UT | 08/2024 | 05/2026 |
| Orion Portfolio Solutions | Omaha | NE | 05/2026 | Present |
I currently have 5 rental properties. I spend no time on the management of them. We have property managers and my wife deals with them. They are all single-family homes used as rentals. We haven't formed any separate entities for them they are all in our name. The addresses and purchase dates are as follows: 4674 Osprey Way Winter Haven FL, 33881 Purchased 12/24/2118 16 Dogwood Trail Pass Ocala FL, 34472 Purchased 11/20/2023 42 Pine Trace Course Ocala FL, 34472 Purchased 9/27/2024 106 Cedar Road Ocala FL, 34472 Purchase 9/27/2024 3725 Glitterman Drive Jonesboro AR, 72404 Purchased 12/31/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-21 |
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