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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-15 |
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 |
|---|---|---|---|---|
| Retire Smart | Omaha | NE | 11/2025 | Present |
| Smart Wealth | Omah | NE | 07/2026 | Present |
| United Health Group | Minnetonka | MN | 06/2025 | 08/2025 |
| Restoration Systems | Chaska | MN | 05/2023 | 08/2024 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2022 | 05/2026 |
| Chaska High School | Chaska | MN | 05/2016 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
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