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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-07-06 |
Branch Locations
13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Lincoln | NE | 06/2021 | 04/2023 |
| U.S. Bancorp Investments, Inc. | Lincoln | NE | 06/2022 | 04/2023 |
| Wells Fargo Bank | Lincoln | NE | 10/2017 | 06/2021 |
| United States Army Nebraska National Guard | Omaha | NE | 03/2014 | 03/2020 |
| Buzzard Billy's | Lincoln | NE | 01/2017 | 06/2017 |
| Aaron's | Omaha | NE | 04/2016 | 10/2016 |
| Smart Wealth, Llc | Omaha | NE | 04/2023 | Present |
| Retire Smart, Llc | Omaha | NE | 04/2023 | Present |
Gries Lightning LLC; Investment-related; 225 Washington St., Douglas, NE; Rental Property Ownership; Owner; 02/2022; 5 hours/ month; 0 hours/ trading; General contractor work - Home repair on rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-28 |
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