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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED_RES | 2026-07-14 |
Branch Locations
11516 Miracle Hills Drive, Suite 100, Omaha, NE 68154 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub Investment Partners, Llc | Austin | TX | 06/2026 | Present |
| Nebraska Public Employees Retirement System | Lincoln | NE | 05/2024 | 05/2026 |
| Cuna Mutual Group | Madison | WI | 06/2020 | 09/2022 |
| Sentinel Group | Wakefield | MA | 10/2022 | 10/2023 |
| Unemployed | Lincoln | NE | 11/2023 | 04/2024 |
| Principal Life Insurance | Omaha | NE | 04/2016 | 12/2016 |
| Principal Securities | Omaha | NE | 04/2016 | 12/2016 |
| Institutional Securities Corp | Dallas | TX | 01/2017 | 11/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2019 | 06/2020 |
| Bazis Retirement Services | Omaha | NE | 01/2017 | 02/2019 |
| State Farm | Lincoln | NE | 02/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-26 |
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