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15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great-West Financial | Overland Park | KS | 10/2014 | 10/2017 |
| Pacific Life Insurance Company | Omaha | NE | 10/2017 | 03/2022 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 10/2017 | 03/2022 |
| Fisher Investments | Plano | TX | 03/2022 | 08/2026 |
| Stevens Capital Partners Inc | Omaha | NE | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-12 |
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