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La Vista, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-01-31 |
| IA | RA | APPROVED | 2016-06-13 |
| NE | RA | APPROVED | 2016-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randall Wealth Advisors, Llc | Omaha | NE | 03/2016 | Present |
| Western Marketing Associates, Inc. | Omaha | NE | 10/2013 | 06/2022 |
| Arbr Corporation | Omaha | NE | 03/2007 | Present |
| The Olson Group | Omaha | NE | 06/2022 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2022 | 05/2024 |
1) ARBR CORPORATION, LA VISTA NE 68128, 09/2007, OWNER, S CORP, NIR, 0 HR/MO 0 HR/MO TRADING 2) RANDALL WEALTH ADVISORS, LLC, 9937 Brentwood Ct, La Vista NE 68128, 04/01/2016, President, Financial Services, INV REL, 10 HR/MO, 10 HR/MO TRADING. 3) RANDALL WEALTH ADVISORS, 9937 Brentwood Ct, La Vista NE 68128, 11/28/2023, independent contractor, 1099 Contractor, NIR, 2 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-13 |
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