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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 10/2017 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 10/2017 | 08/2023 |
| Heritage Financial Services Llc | Omaha | NE | 10/2017 | Present |
| Kiewit Corporation | Omaha | NE | 09/2012 | 09/2017 |
| Cetera Wealth Services, Llc | Omaha | NE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) HERITAGE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2017 ADDRESS: , Omaha NE , United States DESCRIPTION: Agent/Broker 2) NAME OF OTHER BUSINESS: FIRST LUTHERAN CHURCH PLATTSMOUTH NE; INVESTMENT RELATED: NO; ADDRESS: 1025 AVENUE D PLATTSMOUTH, NE 68048; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY INVOICES, KEEP RECEIPTS, PAY MONTHLY EXPENSES, MAINTAIN UPDATED BANKING RECORDS, PERFORM QUICKBOOK TASKS, PREPARE REPORTS FOR BOARD, PAYROLL;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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