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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance | Omaha | NE | 04/2014 | 01/2025 |
| Dort'S | Papillion | NE | 01/2014 | 04/2021 |
| Pathfinder Wealth Advisors Llc | Papillion | NE | 02/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 02/2025 | Present |
Auditor, South Omaha Eagles Club #154; Located at 6607 Sunshine Dr, Omaha, NE 68107, as of 04/01/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-16 |
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