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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Omaha | NE | 12/2013 | 06/2024 |
| Securities America Advisors | Omaha | NE | 12/2013 | 06/2024 |
| Nebraska Sports Officials | Omaha | NE | 11/2012 | Present |
| Osaic Wealth, Inc. | Omaha | NE | 06/2024 | Present |
1. REDFENCE EQUITY POSITION: MEMBER - NATURE: RENTAL PROPERTY INCOME - INVESTMENT RELATED: YES - NUMBER OF HOURS: 2 - SECURITIES TRADING HOURS: 1 - START DATE: 10/2013 - ADDRESS: 14928 WIRT ST, OMAHA NE 68116 2. OAKMONT CAPITAL LP POSITION: Member NATURE: Oakmont Capital LP - Rental Properties use a management company that does a majority of the work INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2018 ADDRESS: 14928 Wirt Street, Omaha NE 68116 DESCRIPTION: Oversee management company and properties 3. AMERICAN WEALTH PARTNERS POSITION: advice NATURE: INSURANCE SLAES - AGENT - NON INVESTMENT RELATED - START DATE: 06/1996 - LOCATED AT 325 N MAIN STREET SUITE 202 SPRINGBORO OH 45066 HOURS: 5 - INVESTMENT RELATED HOURS: 4 - DESCRIPTION: FIXED INSURANCE SALES AND CLIENT SERVICE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1996 ADDRESS: 14545 W Center Rd, Omaha NE 68144 DESCRIPTION: insurance/ annuities 4. RIDGEWOOD DEVELOPMENT LLC POSITION: investor/member NATURE: Real Estate Development of Townhomes. Providing a portion of the capital to project to build townhomes to be sold. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2022 ADDRESS: 8635 N 169th Street, Bennington NE 68007 DESCRIPTION: Investor into project, help make some high level decisions of what we plan to build. The day to day work and decisions will be made developers, engineer, realtors, ect that have been hired to do the work. 5. BENNINGTON CHAMBER OF COMMERCE - MEMBER POSITION: member NATURE: Bennington Chamber of Commerce - Member Community events, giving back time to community and supporting businesses in local community INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2023 ADDRESS: 15611 Bennington Road, Bennington NE 68007, United States DESCRIPTION: Member of the organization, help with golf tournament and other various community activities 6. BENNINGTON SOCCER CLUB POSITION: volunteer coach NATURE: Bennington Soccer Club youth volunteer coach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2023 ADDRESS: 9026 N 159th Street, Bennington NE 68007, United States DESCRIPTION: Coaching daughter's soccer team a couple times a week in the fall and spring 7. MILLARD TEAMMATES PROGRAM POSITION: Volunteer Mentor NATURE: Millard Team Mates Mentoring Program - Mentor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/02/2019 ADDRESS: 13737 Industrial Rd, Omaha NE 68137, United States DESCRIPTION: Mentoring a Mentee in the program and meet once a week during the school year for an hour at his school 8. ULTIMATE GETAWAYS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2025 ADDRESS: 8635 N 169th Street, Bennington NE 68007, United States DESCRIPTION: Purchasing Real Estate for use, will rent out from time to time when not using it for personal use
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-08 |
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