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13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-11 |
Branch Locations
13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Agency Marketing Services | Elkhorn | NE | 10/2010 | 05/2022 |
| Unemployed | Omaha | NE | 05/2022 | 09/2024 |
| Welcome Home Financial Partners | N. Chesterfield | VA | 10/2022 | 10/2024 |
| Unemployed | Quinton | VA | 10/2024 | 01/2025 |
| Smart Wealth, Llc | Omaha | NE | 02/2025 | Present |
| Retire Smart, Llc | Omaha | NE | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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