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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2017 | 08/2019 |
| Bellhops | Omaha | NE | 07/2016 | 11/2016 |
| Nebraska Furniture Mart | Omaha | NE | 08/2014 | 12/2017 |
| Student | Omaha | NE | 07/2008 | 05/2018 |
| Minnesota Life Insurance Company | St. Paul | MN | 08/2019 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 08/2019 | 08/2023 |
| Renaissance Financial Corp | Omaha | NE | 08/2019 | Present |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: August 2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: August 2019 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. RENTAL PROPERTIES POSITION: Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2023 ADDRESS: 2317 N 151st St, Omaha NE 68116, United States DESCRIPTION: Buying investment/rental properties near his old air force base in OK; renting to pilots in the same training program that Steven went through. Putting houses in LLC 50/50 with Steven. 4. NAME OF OTHER BUSINESS: BIG BROTHERS BIG SISTERS; INVESTMENT RELATED: NO; ADDRESS: 1416 HOWARD ST OMAHA, NE 68102; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MEETINGS, EVENTS, DISCUSSING FINANCE ITEMS FOR THE ORGANIZATION WITH THE BOARD AND PRESENTING TO THE BOARD DURING MEETINGS; 5. NAME OF OTHER BUSINESS: MAKE A WISH NE YOUNG LEADERS COUNCIL ; INVESTMENT RELATED: NO ADDRESS: 1005 S. 107TH AVE STE:102 OMAHA, NE 68114 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 8/1/26 ; POSITION/TITLE/RELATIONSHIP: COMMITTE MEMBER; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS:0; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE AND ASSIT FOR A MAY 2027 EVENT TO BENEFIT MAKE A WISH FOUNDATION. ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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