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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
6040 South 58Th Street, Ste E, Lincoln, NE 68516 • United States
10831 Old Mill Road Suite 200C, Omaha, NE 68154 • United States
Bennington, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Lincoln | NE | 04/2011 | 12/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2023 | Present |
| Alpha Wealth Advisors Llc | Omaha | NE | 10/2019 | Present |
| Mjh Enterprises, Llc | Omaha | NE | 01/2020 | Present |
| Alpha Wealth Properties, Llc | Lincoln | NE | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Advisornet Wealth Partners | Minnetonka, | MN | 11/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/1993 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE: 2. NAME OF OTHER BUSINESS: LINCOLN ESTATE PLANNING COUNCIL; INVESTMENT RELATED: NO; ADDRESS: PO BOX 82535, LINCOLN, NE 68510; NATURE OF BUSINESS: BOARD; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH PLANNING MEETINGS, HELP WITH GREETING PEOPLE AT EVENTS, VOTING ON NEW MEMBERS; 3. NAME OF OTHER BUSINESS: PRAIRIE HOLLOW HOA INVESTMENT RELATED: NO ADDRESS: PO BOX 45918, OMAHA, NE 68145 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 12/2022 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: WILL MOST LIKELY DEAL WITH ISSUES FOR THE NEIGHBORHOOD AND THINGS THE HOA PROVIDES LIKE SNOW REMOVAL AND LAWN SERVICE; 4. NAME OF OTHER BUSINESS: ALPHA WEALTH PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BUILDING OWNER. RENT TO A COUPLE TENANTS- AN ATTORNEY AND A P & C AGENCY. RESPONSIBLE FOR UPKEEP AND MAINTENANCE; 5. NAME OF OTHER BUSINESS: ALPHA WEALTH ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 10/2019 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I PROVIDE BROKERAGE AND ADVISORY SERVICE TO CLIENTS; 6. NAME OF OTHER BUSINESS: MJH ENTERPRISES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS IS AN LLC OWNED BY MYSELF TO PAY EXPENSES RELATED TO MY BUSINESS. NO MARKETING UNDER THIS NAME AND USED ONLY FOR ACCOUNTING PURPOSES. START DATE: 1/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THIS IS AN LLC OWNED BY MYSELF TO PAY EXPENSES RELATED TO MY BUSINESS. NO MARKETING UNDER THIS NAME AND USED ONLY FOR ACCOUNTING PURPOSES; 7. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA ADVISORNET WEALTH PARTNERS - CRD# 113074; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: ACCESS PERSON; START DATE: 11/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-16 |
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