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6940 O Street Suite 300, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| NE | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Financial Center | Lincoln | NE | 10/2010 | Present |
| Heartland Wealth Partners | Lincoln | NE | 05/2015 | 12/2023 |
| Tanjible Advantage Llc | Lincoln | NE | 05/2015 | 12/2024 |
| Alphastar Capital Management | Cornelius | NC | 11/2016 | 07/2022 |
| Paradigm Wealth Management | Lincoln | NE | 07/2022 | Present |
| Paradigm Wealth Management | Lincoln | NE | 02/2024 | Present |
| R2 Capital Strategies, Llc Dba R2 Wealth Management Partners | Lincoln | NE | 09/2025 | Present |
1) INSURANCE AGENT - 10/2010 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SPEND 20% OF TIME ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-22 |
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