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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2004-05-03 |
Branch Locations
310 Regency Parkway Suite 140, Omaha, NE 68114 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
1. LANCE JONES FINANCIAL SERVICES: SALE OF LIFE AND HEALTH THROUGH MIDLAND NATIONAL LIFE. 2. Past Chair of the Archbishops Committee on Development for the Archdiocese of Omaha in Omaha, NE. Participate in monthly meetings. Start date: 4/1/19, for 3 year term. Approx. 4 hrs/mo, none during mkt hrs. Not investment related. 3. Board member & President of Police Athletics for Community Engagement (PACE) - Omaha. Oversee governing board and support organization's mission for providing free sports programming to at-risk youth in Omaha community. Start date: 2/1/21, approx. 10 hrs/mo with 1 hr during mkt hrs. President for 1 year term; board member for 3 year term. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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