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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
| NE | RA | APPROVED | 2023-08-14 |
Branch Locations
3808 N 168Th Ave, Omaha, NE 68116 • United States
2587 S 171St Ct, Omaha, NE 68130 • United States
18030 R Plz, Omaha, NE 68135 • United States
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 09/2017 | 11/2018 |
| Tigerpaw Software | Bellevue | NE | 05/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 11/2018 | 11/2019 |
| Charles Schwab Bank | Omaha | NE | 11/2018 | 11/2019 |
| Raymond James Financial Services, Inc | Omaha | NE | 06/2021 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Omaha | NE | 06/2021 | 07/2022 |
| Great Western Bank | Council Bluffs | IA | 06/2021 | 07/2022 |
| Great Western Investment & Insurance | Council Bluffs | IA | 06/2021 | 07/2022 |
| Brownell Talbot Schools | Omaha | NE | 02/2020 | 07/2023 |
| Dylan Heng | Omaha | NE | 04/2015 | Present |
| First Interstate Bank | Lincoln | NE | 07/2022 | 07/2023 |
| Lpl Financial Llc | Lincoln | NE | 07/2022 | 07/2023 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 07/2023 | Present |
NEBRASKA GOLF PASSPORT, NOT INVESTMENT RELATED, BELLEVUE, NE, SOCIAL MEDIA CONSULTANT, START DATE 4/1/2015, 12 HOURS PER MONTH, 0 DURING TRADING, CONTENT CREATION, PARTNER ENGAGEMENT, ORDER FULFILLMENT |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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