Best Investors Account Sign in
Inactive

Stephen Rosman Patterson

Avior Wealth Management, LLC

Omaha, NE

Claim This Profile
Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-10
IA RA APPROVED 2015-12-15
NE RA APPROVED 2015-12-14
  • TX RA
    APPROVED_RES
    Since 2022-03-10
  • IA RA
    APPROVED
    Since 2015-12-15
  • NE RA
    APPROVED
    Since 2015-12-14

Branch Locations

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nelson Van Denburg & Campbell Wealth Management Group, Llc Omaha NE 12/2015 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 12/2015 → 09/2021
    Nelson Van Denburg & Campbell Wealth Management Group, Llc
    Omaha, NE
  • 09/2021 → Present
    Avior Wealth Management, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-25
S63 Uniform Securities Agent State Law Examination 2005-10-05
  • S65 Uniform Investment Adviser Law Examination
    2008-02-25
  • S63 Uniform Securities Agent State Law Examination
    2005-10-05

View on SEC IAPD

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor