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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| CA | RA | APPROVED | 2025-01-16 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
135 S. State College Blvd., Ste. 200, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Newport Beach | CA | 06/2013 | 06/2024 |
| Haussmann Financial Inc. | Newport Beach | CA | 06/2013 | 01/2025 |
| Haussmann Financial Inc. | Newport Beach | CA | 09/2013 | 01/2025 |
| Osaic Wealth, Inc. | Lake Forest | CA | 06/2024 | 01/2025 |
| Lotus Bridge Wealth Management | Brea | CA | 01/2025 | Present |
| Cwm, Llc | Omaha | NE | 01/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | 10/2025 |
Name of other business: Fixed insurance Investment relaAddress: Same as registered location Nature of business: Fixed Insurance Start Date: 06/2004 Apx number of hours per week: 3 Apx number of hours during tradihours: 0 Position/title/relationship: Insurance Agent Brief description of duties: Insurance Sales and Service Name of other business: DL Henderson Financial Planning LLC Investment related: No Address: Same as registered location Nature of business: LLC Cfor Accounting Purposes Start date: 01/2023 Position/title/relationship: Owner Apx number of hours per week: 0 Apx number of hours during trading hours: 0 Briedescription of duties: This entity is used for tax purposes only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-04 |
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