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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shurlawn | Omaha | NE | 05/2018 | 08/2018 |
| Labette Community College | Parsons | KS | 08/2018 | 05/2019 |
| Classic Pool And Spa | Omaha | NE | 06/2019 | 07/2019 |
| Labette Community College | Parsons | KS | 08/2019 | 01/2020 |
| Classic Pool And Spa | Omaha | NE | 02/2020 | 07/2021 |
| Northeast Community College | Norfolk | NE | 08/2021 | 05/2022 |
| Classic Pool And Spa | Omaha | NE | 06/2022 | 07/2022 |
| Ottawa University- Arizona | Surprise | AZ | 08/2022 | 05/2023 |
| Unemployed | Omaha | NE | 06/2023 | 07/2023 |
| Ottawa University- Arizona | Surprise | AZ | 08/2023 | 05/2024 |
| Planet Fitness | Surprise | AZ | 01/2024 | 04/2024 |
| Northwestern Mutual | Scottsdale | AZ | 10/2023 | 12/2023 |
| Chipotle | Omaha | NE | 02/2017 | 05/2017 |
| Roncalli Catholic High School | Omaha | NE | 08/2014 | 05/2018 |
| Cetera Advisor Networks | El Segundo | CA | 08/2024 | 01/2025 |
| Mutual Of Omaha Investor Services | Omaha | NE | 04/2025 | 01/2026 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 02/2025 | 01/2026 |
| Ubs Financial Services Inc. | St Paul | MN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-11 |
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