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11225 Davenport Street Suite 109, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-29 |
| NE | RA | APPROVED | 2024-10-18 |
Branch Locations
11225 Davenport Street Suite 109, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Omaha | NE | 12/2014 | 09/2024 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 12/2014 | 09/2024 |
| P J Quinn Wealth Advisors | Omaha | NE | 12/2014 | 01/2018 |
| Morey & Quinn Wealth Partners | Omaha | NE | 01/2018 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2024 | 10/2025 |
(1) NAME OF OBA: INSURANCE LICENSE, ADDRESS OF OBA: OMAHA, NE, NATURE: INSURANCE, NOT INVESTMENT RELATED: YES, TITLE WITH OBA: INSURANCE AGENT, DUTIES: SELL AND SERVICE INSURANCE PRODUCTS. START DATE: 10/2024, APPROX. NUMBER OF HOURS/MONTH: 1, APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 (2) PJ Quinn Wealth Advisors, investment related (DBA checking, receiving payment for her investment related activities),Papillion, NE, owner, 12/2024, zero hours per month and zero hours during trading hours, 1099 process through this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-17 |
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