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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Omaha | NE | 09/2008 | 07/2021 |
| Securities America, Inc. | Omaha | NE | 07/2021 | 06/2024 |
| Securities America Advisors | Omaha | NE | 07/2021 | 06/2024 |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. DBA - Lifetime Retirement Partners 2. SECURITIES AMERICA ADVISORS POSITION: Advisory NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 07/02/2021 ADDRESS: 17117 Oak Drive, Suite A, Omaha NE 68130 DESCRIPTION: Advisory 3. FFIG POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/15/2021 ADDRESS: 17117 Oak Drive, Omaha NE 68130, United States DESCRIPTION: Sell life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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