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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-03 |
| OH | RA | APPROVED | 2017-10-12 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharon Tube | Sharon | PA | 12/1986 | Present |
| Iams Wealth Management, Llc | Elkhorn | NE | 10/2017 | Present |
| United Healthcare | Minnetonka | MN | 10/2011 | Present |
| Td Tax And Finance | Fowler | OH | 01/1995 | Present |
1) United Healthcare, not investment related, Minnetonka, MN, medicare insurance sales, medicare insurance agent, since 10/2011, approximately 10 hrs/month, 2 of which are during securities trading hours, medicare insurance sales. 2) Sharon Tube, not investment related, Sharon, PA, manufacturing company, employee, since 12/1986, approximately 160 hours/month, 80 hours of which are during securities trading hours, machine operator. 3) TD Tax and Finance, not investment related, Fowler, OH, tax preparation services, Sole Proprietor, since 01/1995, approximately 40 hours/month, 10 of which are during securities trading hours (seasonally February - April), tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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