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3814 Farnam Street Suite 202, Omaha, NE 68131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-24 |
| TX | RA | APPROVED_RES | 2020-06-18 |
Branch Locations
3814 Farnam Street Suite 202, Omaha, NE 68131 • 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 |
|---|---|---|---|---|
| Molina Financial, Inc. | Omaha | NE | 07/2009 | 11/2019 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 04/2014 | 11/2019 |
| Blue Capital, Inc. | Omaha | NE | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
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