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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-17 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dj's Dugout | Omaha | NE | 06/2010 | 06/2017 |
| D Bryant Retirement Strategies | Omaha | NE | 06/2016 | 10/2018 |
| Ideal Construction | Elkhorn | NE | 10/2018 | 12/2019 |
| Retire Smart | Omaha | NE | 12/2019 | 10/2021 |
| Smart Wealth, Llc | Omaha | NE | 10/2021 | 08/2023 |
| Northwest Wealth Management, Llc | Spencer | IA | 09/2023 | 11/2024 |
| Northern Lights Venue | Omaha | NE | 03/2024 | Present |
| Mdrn Capital, Llc | Elkhorn | NE | 11/2024 | Present |
1) Northern Lights Venue, 310 North 14th Street, Fort Calhoun, NE 68023 Premier Wedding & Private Event Venue; Non-investment related; Bartender; March 2024 - present; Works 3 hours per month, 0 of which are during securities trading hours. 2) Licensed insurance agent; Not investment-related; Elkhorn, NE 68022; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-26 |
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