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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-07-20 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
11235 Davenport Street. Suite 105, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiburon Financial Llc. | Omaha | NE | 03/2003 | 01/2021 |
| Curnes Financial Group | Omaha | NE | 01/2021 | 07/2021 |
| Cetera Advisors Network | El Segundo | CA | 01/2021 | 07/2021 |
| Td Ameritrade, Inc. | Omaha | NE | 07/2014 | 01/2021 |
| Harvest Financial | Omaha | NE | 06/2021 | 10/2021 |
| The Leaders Group Inc | Littleton | CO | 07/2021 | Present |
| Enlightened Financial Planning | Omaha | NE | 10/2021 | Present |
1.) DEBT COUNSELING - 6/1/2021 - 11735 Howard Road, Omaha, NE 68154 - Coach - Helping Clients pay debt down - Not Invt Rel, Debt Counseling, 15 hrs/mo; 15 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/20/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) ENLIGHTENED FINANCIAL PLANNING - 10/5/2021 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Financial Planner - DBA for business through The Leaders Group and TLGA, Inv't Rel, 120 hrs/mo; 120 hrs/mo (during trading hours). 4.) FIRE MY MORTGAGE - 1/25/22 - Zoom - Referral to James Murphy to assist, educate clients on efficient ways to pay down debts like mortgages or student loans, Debt counseling, not inv't rel, 10 hrs/mo; 10 hrs/mo (during trading hours) 5.) MEDISHARE - 2/7/2022 - Agent - non-profit, Christian-based medical expense-sharing program, Not Inv't Rel, 5 hrs/mo; 5 hrs/mo (during trading hours) 6.) THE BENJAMIN NOAH LENAGH SCHOLARSHIP FUND - 11/8/2022 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Agent, help to run scholarship fund, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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