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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-02 |
| IA | RA | APPROVED | 2026-04-01 |
Branch Locations
12801 Pierce Street, Suite 300, Omaha, NE 68144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Corp | Omaha | NE | 11/2025 | Present |
| The Iowa State Foundation | Ames | IA | 05/2024 | 08/2025 |
| Subway | Underwood | IA | 05/2021 | 01/2025 |
| Bridgepoint Wealth Advisors | Council Bluffs | IA | 05/2024 | 08/2024 |
| Menards | Council Bluffs | IA | 05/2022 | 08/2022 |
| Ditmars Orchard | Council Bluffs | IA | 05/2021 | 08/2021 |
| Full Time Education | Underwood | IA | 01/2015 | 04/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: PROVIDING CLIENTS WITH FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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