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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-03-28 |
| TX | RA | APPROVED | 2022-03-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Tagge Rutherford Group | Omaha | NE | 04/1994 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2020 |
| Lpl Financial Llc | Omaha | NE | 08/2020 | 01/2022 |
| Brokers International Financial Services | Omaha | NE | 03/2022 | Present |
1. TR Financial; investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; DBA for securities; Managing Executive VP/Partner; 04/03/1994; 40 hours per month, 20 hours during securities hours; Managing Executive/Partner, Sales and Service of investments. 2. 15808 W. Dodge Rd, LLC; not investment related;15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; Real Estate Rental; Owner; 09/01/2016; 0 hours per month, 0hours during securities hours; Real Estate rental/partner 3. CRP Wealth Management.; investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; individual LLC for business purposes; President/Owner; 01/01/2010; 40 hours per month; 20 hours during securities hours; owner of business S Corp 4. Insurance Agent; not investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; Insurance Agent; 04/01/19; 4 hours per month, 4 hours during securities hours. Sales of Insurance products. 5. 93 Air; not investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; Plane ownership; 11/01/2016; 0 hours per month, 0 hours during securities hours. passive ownership of a plane.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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