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Sherry Taxman

Doctors Family Office LLC

Omaha, NE

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Current Employers
Doctors Family Office Llc

Omaha, NE • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2018-06-12
  • NE RA
    APPROVED
    Since 2018-06-12

Branch Locations

Omaha, NE • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Omaha NE 07/2005 07/2017
Doctors Family Office Omaha NE 07/2014 Present
  • 07/2005 → 07/2017
    Unemployed
    Omaha, NE
  • 07/2014 → Present
    Doctors Family Office
    Omaha, NE
Previous Registrations
  • 2017-08-09 → 2018-05-31
    Doctors Family Office Llc
    Omaha, NE
  • 2003-01-14 → 2004-12-31
    Xelan Financial Planning, Inc.
    Omaha, NE
  • 1999-08-30 → 2003-01-16
    Xelan Investment Services, Inc.
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-22
  • S65 Uniform Investment Adviser Law Examination
    2016-03-22

View on SEC IAPD

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