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15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2023-04-17 |
Branch Locations
15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2009 | 11/2020 |
| Stratos Wealth Advisors, Llc. Dba Purposeful Wealth | Omaha | NE | 11/2020 | 03/2022 |
| My Purposeful Wealth And Stevens Capital Partners | Omaha | NE | 01/2022 | Present |
1) David Stevens is the owner of DNS Solutions, LLC through which he owns real estate. He spends approximately 2 hours a month and all activities are outside of trading hours. 2) David Stevens has ownership of The Brandt through which he owns real estate. This is a passive business in which less than an hour is devoted to per month and all activities are outside of trading hours. 3) David Stevens serves on the board of directors for FPA Nebraska as of January 1, 2023. Board members are responsible for setting the vision and strategic direction for the Financial Planning Association. David devotes 1 hour per month serving on the board and all activities are outside of trading hours. 4) David Stevens is the owner of SCP Tax, LLC; Not investment related; Tax services; as of August 1, 2025; Located at 15514 Spaulding Ave, Ste D02 Omaha, NE, 68116; David devotes 20 hours per month; 10 hours during securities trading hours; Duties include owner business development; 5) David Stevens is the owner of Serenity Hills, LLC; Not investment related; Retreat Center; January 22, 2026; Located at PO Box 641525 Omaha, NE 68164; David devotes 5 hours per month; 0 hours during securities trading hours; Duties include strategy implementation; 6) Legacy Retreat Center, LLC; Not investment related; Real estate; November 14, 2025; Located at PO Box 641525, Omaha NE 68164; David devotes 2 hours per month; 2 hours during securities trading hours; Duties include Co Owner administrative; 7) DNS Solutions II, LLC; Not investment related; Real Estate; January 1, 2026; Located at P.O. Box 641525 Omaha, Nebraska, 68164; David devotes 10 hours per month; 0 hours during securities trading hours; Duties include Owner administrative;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-09 |
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