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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Bellevue | NE | 02/2006 | 04/2022 |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2021 | 04/2022 |
| Charles Schwab Bank, Ssb, Premier Bank And Trust Bank | Omaha | NE | 09/2021 | 04/2022 |
| Lpl Enterprise, Llc | Fort Mill | SC | 04/2024 | 07/2024 |
| Paypal, Inc | La Vista | NE | 05/2022 | 03/2024 |
| Pacific Select Distributors Llc | Omaha | NE | 08/2024 | 06/2025 |
| Sequent Planning, Llc | Omaha | NE | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
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