William Evans Shafroth

$6.46B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2018-10-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Omaha	NE	07/2016	09/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	09/2018
Nelson, Vandenburg & Campbell Wealth Management Group, Llc	Omaha	NE	09/2018	09/2021
Avior Wealth Management, Llc	Omaha	NE	09/2021	Present

07/2016 → 09/2018

Fidelity Brokerage Services, Llc

Omaha, NE
07/2018 → 09/2018

Fidelity Personal And Workplace Advisors

Boston, MA
09/2018 → 09/2021

Nelson, Vandenburg & Campbell Wealth Management Group, Llc

Omaha, NE
09/2021 → Present

Avior Wealth Management, Llc

Omaha, NE

2018-07-13 → 2018-09-24

Fidelity Personal And Workplace Advisors

Boston, MA
2016-07-20 → 2018-07-13

Strategic Advisers Llc

Omaha, NE
2014-11-05 → 2015-05-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Denver, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-04