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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| NE | RA | APPROVED | 2024-03-05 |
Branch Locations
3717 Harney Street Second Floor, 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 |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Omaha | NE | 02/2014 | 11/2016 |
| Edward Jones | St.LOuis | MO | 11/2016 | 02/2024 |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | Present |
| Avant-Garde Wealth Partners | Omaha | NE | 02/2024 | Present |
1. Fixed insurance sales; as of 3/01/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Avant-Garde Wealth Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2024; 90% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-11 |
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