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140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-02-11 |
| NE | RA | APPROVED | 2019-04-01 |
| TX | RA | APPROVED_RES | 2019-03-15 |
Branch Locations
140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Bellwether Advisors, Llc Dba Bellwether Wealth | Lincoln | NE | 03/2019 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 03/2019 | 06/2024 |
1. Bellin Inc DBA Bellwether Wealth. Investment Related. 140 N. 8th street, Suite 210, Lincoln, NE 68508. RIA. Owner. Start 06/2004. 120 hours per month, 7 during trading hours. Manage client portfolios. 2. Clark Bellin. Investment Related. 140 N 8th Street, Suite 210, Lincoln NE 68508. Insurance agent. Start 6/2004. 10 hours per month, 1 during trading hours. Assist clients with purchasing life insurance. 3. Captogrowth. Not Investment Related. 140 W 8th, Suite 206, Lincoln NE 68508. Scanning and Organizing hardcopy photos to be sold. %5 member of LLC. Start 03/2020. .5 hours per month, not during trading. Digitize photos for purchase.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-06 |
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