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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-12-23 |
Branch Locations
13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Omaha | NE | 06/2014 | Present |
| Pruco Securities, Llc. | Omaha | NE | 06/2014 | Present |
| Lpl Enterprise, Llc | Omaha | NE | 11/2024 | Present |
| Smart Wealth Llc | Omaha | NE | 12/2024 | Present |
| Retire Smart Llc | Omaha | NE | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-29 |
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