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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-07 |
| NE | RA | APPROVED | 2023-09-08 |
Branch Locations
12801 Pierce Street Suite 300, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Omaha | NE | 07/2023 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 07/2023 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 07/2023 | 08/2023 |
| Tavern 180 | Omaha | NE | 05/2021 | 07/2023 |
| University Of Nebraska Lincoln | Omaha | NE | 01/2023 | 05/2023 |
| University Of Nebraska Lincoln | Lincoln | NE | 08/2019 | 05/2023 |
| Renaissance Financial | Lincoln | NE | 06/2022 | 08/2022 |
| Sandhills Global | Lincoln | NE | 02/2022 | 06/2022 |
| Shadow Ridge Country Club | Omaha | NE | 05/2019 | 08/2020 |
| Firebirds Grill | Omaha | NE | 05/2018 | 08/2018 |
| Skutt Catholic | Omaha | NE | 08/2015 | 05/2019 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | St Cloud | MN | 09/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2023 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-29 |
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