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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-28 |
| NE | RA | APPROVED | 2024-11-15 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
10831 Old Mill Road, Suite 200C, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doane University | Crete | NE | 08/2013 | 05/2017 |
| Doane University | Crete | NE | 11/2016 | 05/2017 |
| Modern Woodmen Of America | Rock Island | IL | 07/2017 | 06/2019 |
| Lyft | Omaha | NE | 09/2017 | 04/2018 |
| Uber | Omaha | NE | 11/2017 | 04/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 02/2017 | 06/2019 |
| Millard West Baseball | Omaha | NE | 07/2018 | 07/2018 |
| Pruco Securities Llc | Omaha | NE | 06/2019 | 03/2021 |
| The Prudential Insurance Company Of America | Omaha | NE | 06/2019 | 03/2021 |
| Woodbury Financial Services Inc | Lincoln | NE | 03/2021 | 01/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2023 | Present |
| Alpha Wealth Advisors | Lincoln | NE | 03/2021 | Present |
| Fitzpatrick Capital Llc | Omaha | NE | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 11/2024 | Present |
1. NAME OF OTHER BUSINESS: ALPHA WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REPS ADVISORY BUSINESS START DATE: 3/2021 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMIN; 2. NAME OF OTHER BUSINESS: FITZPATRICK CAPITAL LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: THE DIVERSIFIED COMPANIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: CALL LEADS FOR MEDICARE ADVANTAGEPLANS, MEDICARE SUPPLEMENTS AND ENROLL THEM; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2024; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA ADVISORNET WEALTH PARTNERS - CRD# 113074; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 9/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
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