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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-31 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2018 | 09/2023 |
| Convergys | Omaha | NE | 08/2016 | 01/2018 |
| Charles Schwab & Co., Inc. | Omaha | NE | 08/2023 | 10/2025 |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2023 | 10/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2026 | 07/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2026 | 07/2026 |
| Costco Wholesale Corp | Omaha | NE | 11/2025 | 12/2025 |
| Amazon | Omaha | NE | 11/2025 | 12/2025 |
| Ameritas Wealth Advisors | Omaha | NE | 12/2025 | 07/2026 |
| Osaic Wealth Inc | Sottsdale | AZ | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-16 |
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