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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-07 |
Branch Locations
600 W Market St, Baltimore, OH 43105 • United States
5650 Blazer Parkway, Dublin, OH 43017 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pentegra Distributors Inc | White Plains | NY | 05/2013 | 09/2019 |
| Pentegra Investors Inc. | White Plains | NY | 05/2013 | 09/2019 |
| Aps-Pentegra | Blacklick | OH | 05/2012 | 09/2019 |
| Plancheck, Llc | Columbus | OH | 09/2019 | Present |
| Iams Wealth Management | Omaha | NE | 09/2024 | Present |
| Entingh Financial Services | Baltimore | OH | 01/2025 | Present |
Plancheck, LLC; Columbus, OH; Partner; Non- Investment Related; Sales & Marketing; 40 Hours per month; 20 of which are during securities trading hours. ENTINGH FINANCIAL SERVICES; 600 WEST MARKET ST., BALTIMORE, OH 431085; INVESTMENT RELATED; 40 HOURS PER MONTH; START DATE 01/2004; 25 HOURS DURING TRADING HOUR; LIFE AND ANNUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-15 |
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