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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-08 |
Branch Locations
9140 W Dodge Ste. 230, Omaha, NE 68114 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Overland Park | KS | 09/2015 | 08/2017 |
| Ivy Funds Distributor | Overland Park | KS | 09/2015 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 08/2017 | 06/2018 |
| Securities America, Inc. | La Vista | NE | 06/2018 | 06/2022 |
| Securities America Advisors | La Vista | NE | 06/2018 | 06/2022 |
| Lpl Financial | Omaha | NE | 06/2022 | 06/2025 |
| Wealth Enhancement Group | Omaha | NE | 06/2022 | 08/2025 |
| Wealth Enhancement Brokerage Services | Omaha | NE | 06/2022 | 08/2025 |
| Wealth Enhancement Advisory Services | Omaha | NE | 06/2022 | 08/2025 |
| Mutual Advisors, Llc. | Omaha | NE | 08/2025 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-10 |
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