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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-25 |
| MI | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 02/2025 | 02/2026 |
| Great Lakes Wealth | Northville | MI | 10/2023 | 01/2025 |
| Structured Wealth Management | Toledo | OH | 09/2021 | 10/2023 |
| Chicago Title | Toledo | OH | 04/2021 | 09/2021 |
| Huntington National Bank | Toledo | OH | 09/2020 | 04/2021 |
| Pnc Bank | Toledo | OH | 02/2017 | 08/2020 |
| United Parcel Service | Maumee | OH | 09/2016 | 01/2017 |
| Full-Time Student | Toledo | OH | 09/2012 | 12/2016 |
| Ameritas Advisors Services, Llc | Lincoln | NE | 02/2026 | Present |
| Piazza Wealth Management | Toledo | OH | 02/2026 | Present |
Piazza Wealth Management; same as branch; inv rel; Financial Services; Director of Investment & Financial Planning; start date=02/2026; hrs/mo=40; trading hrs/mo=40; helping with client planning services and doing trading for the firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-13 |
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