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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-04 |
Branch Locations
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2018 | 12/2020 |
| Omaha Public Schools | Omaha | NE | 05/2014 | 08/2018 |
| Bancwest Investment Services | Omaha | NE | 01/2021 | 10/2023 |
| Bank Of The West | Omaha | NE | 01/2021 | 10/2023 |
| First National Advisers, Llc | Omaha | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-29 |
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