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Lincoln, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-07-08 |
| TX | RA | APPROVED | 2016-04-15 |
| NE | RA | APPROVED | 2016-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Wealth Management Inc. | Lincoln | NE | 11/2012 | Present |
| Reha Group Inc. | Lincoln | NE | 07/2013 | 12/2018 |
| Liberty Advisers, Inc. | Lincoln | NE | 08/2015 | Present |
| Liberty Advisers Inc. | Lincoln | NE | 01/2020 | 10/2022 |
| Liberty Wealth Management Inic. | Lincoln | NE | 01/2020 | Present |
| Liberty Wealth Management Inc. | Lincoln | NE | 10/2022 | Present |
PRESIDENT & CHIEF COMPLIANCE OFFICER OF LIBERTY WEALTH MANAGEMENT INC. AND REHA INC. ALL BUSINESSES ARE LOCATED: LINCOLN, NE. 68502. INVESTMENT RELATED. LIBERTY WEALTH MANAGEMENT AND REHA INC ARE INSURANCE AGENCIES OFFERING LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES. I CURRENTLY SPEND APPROX 5% OF TIME (less than 1 HOUR PER MONTH MANAGING THE BUSINESS OF WHICH 1 HOUR IS DURING TRADING HOURS.) MY DUTIES INCLUDE MANAGEMENT OF THE AGENCIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-21 |
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