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15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-01-16 |
Branch Locations
15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cor Clearing Llc | Omaha | NE | 04/2016 | 01/2018 |
| Mariner Wealth Advisors | Omaha | NE | 01/2018 | 08/2024 |
| Msec, Llc | Omaha | NE | 01/2018 | 08/2024 |
| Commonwealth Financial Network | San Diego | CA | 08/2024 | 12/2025 |
| Calmwater Financial Group | Norfolk | NE | 08/2024 | 12/2025 |
| Stevens Capital Partners, Inc. | Omaha | NE | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-21 |
| S65 | Uniform Investment Adviser Law Examination | 2014-02-19 |
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