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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2018 | 09/2023 |
| Nelnet | Lincoln | NE | 11/2014 | 01/2018 |
| Charles Schwab & Co., Inc. | Omaha | NE | 08/2023 | 12/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 09/2023 | 12/2024 |
| Orion Portfolio Solutions | Omaha | NE | 12/2024 | Present |
| Brinker Capital Securities | Philadelpia | PA | 12/2024 | Present |
XXII Century Logistics|Investment Related:No|Transport/Storage - Materials|Owner|2022-07-15|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:8|Management of Trucking Company. Kume Tax Services Investment related - No Tax prep services Sole proprietor 10-15 hours per month outside of market hours Assists family and close friends with tax prep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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