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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-09-29 |
Branch Locations
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Honolulu | HI | 07/2016 | 05/2017 |
| Kapahulu Medical Records | Honolulu | HI | 05/2017 | 07/2017 |
| Unemployed | Omaha | NE | 07/2017 | 01/2018 |
| Creighton University | Omaha | NE | 01/2018 | 05/2019 |
| Renaissance Financial | Omaha | NE | 04/2018 | 08/2019 |
| Avior Wealth Management, Llc | Omaha | NE | 01/2020 | 05/2020 |
| Fortune Financail Corp | Omaha | NE | 03/2019 | 08/2020 |
| Avior Wealth Management, Llc | Omaha | NE | 08/2020 | Present |
?the name of the other business; inCOMMON Community Development ?whether the business is investment-related; No ?the address of the other business; 1330 N. 40th Ave., Omaha, NE 68131 ?the nature of the other business; Community improvement ?your position; Board Member & Secretary ?title, or relationship with the other business; Board Member & Secretary ?the start date of your relationship; 8/1/2024 ?the approximate number of hours/month you devote to the other business; 3 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member and sits on the executive committee as the board's secretary ?the name of the other business; Omaha Morning Rotary Club and Foundation ?whether the business is investment-related; No ?the address of the other business; P.O. Box 541172, Omaha, NE 68154 ?the nature of the other business; Community improvement ?your position; Board Member, President, Past Treasurer, subject to new roles in future ?title, or relationship with the other business; Board Member, President, Past Treasurer, subject to new roles in future ?the start date of your relationship; 3/1/2021 ?the approximate number of hours/month you devote to the other business; 10 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; President until July 2026, long-standing board member ?the name of the other business; Financial Planning Association of Nebraska ?whether the business is investment-related; No ?the address of the other business; P.O. Box 641461, Omaha, NE 68164 ?the nature of the other business; Financial Professional organization ?your position; Board Member ?title, or relationship with the other business; Board Member ?the start date of your relationship; 1/1/2026 ?the approximate number of hours/month you devote to the other business; 1-2 ?the number of hours you devote to the other business during securities trading hours; 1 hour every 2 months ?and briefly describe your duties relating to the other business; Aaron serves as a board member ?the name of the other business; Nebraska Asian Pacific American Leadership Alliance ?whether the business is investment-related; No ?the address of the other business; No current address, they still getting the organization set up ?the nature of the other business; Advocacy group and philantropy group; 501(c)3 ?your position; Treasurer and Board Member ?title, or relationship with the other business; Treasurer and Board Member ?the start date of your relationship; 5/12/2026 ?the approximate number of hours/month you devote to the other business; 1 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Bookkeeping and other treasury duties; Check signing; Typical board member duties; Volunteering to put together events
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