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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 | 2024-12-09 |
| NE | RA | APPROVED | 2023-09-08 |
Branch Locations
12801 Pierce Street Suite 300, Omaha, NE 68144 • United States
3600 Village Drive Suite 110, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Corp | Omaha | NE | 07/2023 | Present |
| Securian Financial Services | Saint Paul | MN | 07/2023 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2023 | 08/2023 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2017 | 07/2023 |
| Rock Canyon High School | Highlands Ranch | CO | 08/2013 | 07/2017 |
| Piezanos Pizza | Sedalia | CO | 06/2016 | 07/2018 |
| Fleet Feet | Lincoln | NE | 01/2022 | 05/2022 |
| Renaissance Financial | Omaha | NE | 05/2022 | 08/2022 |
| Fellowship Of Christian Athletes | Lincoln | NE | 05/2021 | 08/2021 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | Present |
1. 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 2023 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 2. 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 3. NAME OF OTHER BUSINESS: CENTER SPHERE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NETWORKING/PROSPECTING; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SHOW UP TO WEEKLY MEETINGS; 4, NAME OF OTHER BUSINESS: THE FATHERSON FOUNDATION INVESTMENT RELATED: NO ADDRESS: 8712 WEST DODGE ROAD STE 300 OMAHA, NE 68114 NATURE OF BUSINESS: ANNUAL FATHERSON GOLF TOURNAMENT START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST IN PLANNING OF THE ANNUAL FATHERSON GOLF TOURNAMENT. ASSIST IN THE CREATION OF MONTHLY EMAIL CONTENT AND CRM MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-24 |
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