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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-10 |
| FL | RA | APPROVED | 2024-06-14 |
| GA | RA | APPROVED | 2024-06-14 |
| NE | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
| SC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
13520 California Street Suite 210, Omaha, NE 68154 • United States
6120 S 58Th St Ste A, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Lincoln | NE | 11/2003 | 06/2024 |
| Securities America Advisors, Inc. | Lincoln | NE | 11/2003 | 06/2024 |
| Lincoln Finanical Management Llc | Lincoln | NE | 11/2003 | Present |
| Cyrus Kiani | Lincoln | NE | 08/2002 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
1. INSURANCE SALES -AGENT -INVESTMENT RELATED START DATE: 12/1995 ADDRESS: 6120 S 58TH ST STE A, LINCOLN NE 68516 2. J.W. PATTERSON FOUNDATION -VOLUNTEER TO HELP RAISE MONEY FOR NON-PROFIT ORGANIZATION NUMBER OF HOURS: 5 START DATE: 04/2014 3. LINCOLN WEALTH MANAGEMENT - DBA 4. LINCOLN WEALTH MANAGEMENT POSITION: Financial Planning Advice NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2003 ADDRESS: 6120 S. 58th Street, Suite A, Lincoln NE 68516 DESCRIPTION: Fee Based Advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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