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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-27 |
Branch Locations
8450 S 71St Plz, Papillion, NE 68133 • United States
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Omaha | NE | 10/2023 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Omaha | NE | 10/2023 | 01/2026 |
| Colorburst | Omaha | NE | 07/2023 | 10/2023 |
| Triage | Omaha | NE | 11/2022 | 07/2023 |
| Wells Fargo Bank | Omaha | NE | 12/2014 | 11/2022 |
| Wells Fargo Clearing Services, Llc | Papillion | NE | 01/2026 | Present |
| Wells Fargo Bank, Na | Papillion | NE | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
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