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101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-01 |
Branch Locations
101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States
Rancho Santa Margarita, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aeroqual Inc. | Mission Viejo | CA | 05/2019 | 05/2022 |
| Pine Environmental Services Llc | Glen Burnie | MD | 04/2013 | 05/2019 |
| Wealthsource Partners, Llc | Anaheim | CA | 05/2022 | 10/2024 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 01/2024 | 05/2025 |
| Wealthplan Investment Management | Omaha | NE | 05/2025 | Present |
ANDREW MASON DINTAMAN; INVESTMENT RELATED BUSINESS; 6200 E. CANYON RIM ROAD, SUITE 202, ANAHEIM HILLS, CALIFORNIA 92807; INSURANCE SALES; INSURANCE PRODUCER; SEPTEMBER 18, 2023; 60 HOURS/MONTH DEVOTED; 21 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-11 |
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