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8101 O Street Suite 301, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2016-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R2 Wealth Management Partners | Lincoln | NE | 11/2015 | Present |
| Securities America Inc | Lincoln | NE | 01/2016 | 07/2019 |
1) ANDREW POOL - POSITION: INSURANCE AGENT - NATURE: FIXED LIFE INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT - INVESTMENT RELATED: YES - HOURS: 5 - SECURITIES TRADING HOURS: 23 - START DATE: 3/2006 - ADDRESS: 8101 O STREET STE 301, LINCOLN NE 68510 2) Andrew Pool - Waverly Band Boosters - President - Nature: Support Instrumental Music Band Programs of School District 145 - Investment Related: No - Hours: 10-15 hours per month - 5 hours per month during trading hours - Duties: Officiate meetings and assist organization in various activities devoted to supporting band programs - Start Date: 6/2023 - Address: No specific address, meetings occur in Waverly, NE 68462
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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