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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-05 |
Branch Locations
11422 Miracle Hills Suite 100, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg, Llp | Kansas City | MO | 01/2016 | Present |
| Avantax Investment Services Inc. | Omaha | NE | 10/2021 | 09/2025 |
| Avantax Advisory Services | Omaha | NE | 10/2021 | 09/2025 |
| Tax Help Llc | Omaha | NE | 12/2021 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Omaha | NE | 10/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Omaha | NE | 10/2023 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Omaha | NE | 10/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Omaha | NE | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) O'MALLEY FINANCIAL SERVICES; POSITION: Financial Advisor NATURE: Advise people regarding financial decisions INVESTMENT RELATED: Yes; 80; 60; 05/23/2022; 11422 Miracle Hills Drive, Suite 100, Omaha NE 68154; Meet with clients, determine risk tolerance and investment objectives 2) TAX HELP LLC; POSITION: Tax Preparer NATURE: Prepare tax returns INVESTMENT RELATED: No; 160; 105; 12/01/2021; 11422 Miracle Hills Drive, Suite 100, Omaha NE 68154; Meet with clients and prepare their tax returns 3) AMWAY; POSITION: Independent Contractor NATURE: Direct sales of consumable products(snacks, drinks, cleaners, etc) used every day by individuals and used by me. INVESTMENT RELATED: No; 20; 0; 10/03/2022; 7575 Fulton St E, Ada MI 49301; Direct sales of consumable products (which I already use) to customers, primarily my family and friends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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