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101 South 108Th Avenue, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | La Vista | NE | 04/2014 | 03/2025 |
| Securities America Advisors | La Vista | NE | 04/2014 | 03/2025 |
| Arbor Point Advisors | La Vista | NE | 09/2014 | 03/2025 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 03/2025 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | 03/2025 |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | 03/2025 |
| Osaic Wealth, Inc. | Omaha | NE | 07/2025 | Present |
| Wealthplan Partners, Llc | Omaha | NE | 06/2025 | Present |
| Wealthplan Investment Management, Llc | Omaha | NE | 06/2025 | Present |
1. Fit Freedom, LLC. No 2029 S 181st Cir, Omaha, NE 68130 Health Supplement Sales Owner January, 2025 20 Hours 0 Hours My duties are to raise awareness, build the brand, promote products, run finances, manage inventory.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-10 |
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