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1001 Gallup Drive, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-24 |
| IA | RA | APPROVED | 2025-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guide Rock Capital Management | Omaha | NE | 05/2023 | Present |
| Carson Group | Omaha | NE | 05/2022 | 04/2023 |
| First National Bank Of Omaha | Omaha | NE | 10/2021 | 03/2022 |
| Hightower Advisors | Omaha | NE | 05/2020 | 07/2021 |
| Lacasa Pizza | Omaha | NE | 02/2016 | 07/2018 |
| Lacasa Pizza | Omaha | NE | 06/2019 | 01/2020 |
| Creighton Prep High School | Omaha | NE | 08/2014 | 05/2018 |
| Creighton University | Omaha | NE | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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