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201 Foundation Place Ste 100, Hastings, NE 68901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2007-01-25 |
Branch Locations
5801 West 11St Street, Suite 300, Greeley, CO 80634-4813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson & Whitney, P.C. | Greeley | CO | 12/1993 | Present |
| Wealth Advisors Network, Inc. | Greeley | CO | 01/2007 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2013 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)ANDERSON & WHITNEY PC - 401(K) PLAN BEGAN 6/4/2013 AS TRUSTEE FOR THE 401(K) PLAN. NOT INVESTMENT RELATED. DEVOTES 1 HR/YR. NONE DURING TRADING. 3)SUCCESS FOUNDATION;1025 9TH AVE, GREELEY, CO 80631; BEGAN 8/20/14 AS TREASURER. NOT INVESTMENT RELATED. DEVOTES 4 HR/MO; NONE DURING TRADING. NON-PROFIT. 4)WEN BALDWIN SEPARATE PROPERTY TRUST, 5801 WEST 11TH ST, STE 300, GREELEY, CO, TRUST SERVICES PROVIDER, 08/31/20, SUCCESSOR TRUSTEE, NIR, 10/MO- 10/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-20 |
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