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10250 Regency Circle Suite 115, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED_RES | 2026-05-04 |
Branch Locations
8101 O Street Suite 200, Lincoln, NE 68510 • United States
10250 Regency Circle Suite 115, Omaha, NE 68114 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lincoln | NE | 12/2008 | 12/2016 |
| Rbc Capital Markets, Llc | Lincoln | NE | 12/2016 | 05/2026 |
| City National Bank | Lincoln | NE | 04/2018 | 01/2025 |
| Prairie Wealth Advisors, Inc. | Lincoln | NE | 05/2026 | Present |
1) NAME OF ENTITY: MATT TALBOT KITCHEN & OUTREACH ADDRESS: 2121 N. 27TH ST. P.O. BOX 80935 LINCOLN, NE 68501 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: Serving the physical, nutritional and spiritual needs for Lincoln's underprivileged and homeless; CAPACITY: BOARD PRESIDENT; START DATE: 10/01/19; DUTIES: Guidance, financial support and oversight of non-profit mission - reaching the poor, underserved and underfed in Lincoln, NE; HOURS DEVOTED PER MONTH: .5 HOURS; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; 2) NAME OF ENTITY: JUNIOR ACHIEVEMENT ADDRESS: 300 S. 68TH STREET PLACE, SUITE 110, LINCOLN, NE 68510 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: A NONPROFIT ORGANIZATION THAT PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY BY OFFERING A WIDE RANGE OF EDUCATIONAL, VOLUNTEER AND PARTNERSHIP OPPORTUNITIES; CAPACITY: BOARD OF TRUSTEES; START DATE: ; 10/1/2021 DUTIES: THE BOARD OF TRUSTEES PROVIDES ADVICE TO THE MANAGEMENT OF OUR LOCAL JUNIOR ACHIEVEMENT OFFICE; HOURS DEVOTED PER MONTH: 3 HOURS PER YEAR; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0; 3) NAME OF ENTITY: TDM Investments, LLC ADDRESS: 5525 S 96th Place Lincoln, NE 68526 NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: LLC to own rental properties CAPACITY: Owner - Active START DATE: 10/01/22 DUTIES: Owning and renting the properties HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 4) NAME OF ENTITY: GREER ENTERPRISES INC. ADDRESS: 48546 RATTLE RUN DRIVE, MACOMB, MI 48044; NOT INVESTMENT RELATED: BUSINESS DESCRIPTION: PRIVATE COMPANY OWNED BY A CLIENT; CAPACITY: BOARD OF DIRECTORS START DATE: 1/26/2023 DUTIES: ADVISOR TO THE CEO ON STRATEGY AND OPERATIONS FOR A LEGACY COMMERCIAL PROPERTY ENTITY; HOURS DEVOTED PER MONTH: 1 HOUR PER MONTH; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 COMPENSATION: YES 5) PRIVATE SECURITIES INVESTMENTS: A) MEADOWLARK PARTNERS/TOPCO AMERICA, LLC; OWNS GUN RANGES, 2/14/2022 TO PRESENT; $100K INVESTMENT. B) INVEST WOODBURY II, LLC; MULTI-FAMILY HOUSING; 10/1/2019 TO PRESENT; $100K INVESTMENT. C) CIP OPPORTUNITY FUND I LP; MULTI-FAMILY RESIDENTIAL; 3/29/2017 TO PRESENT; $100K INVESTMENT. ALL THREE PRIVATE INVESTMENTS ARE PASSIVE, NO TIME SPENT AND NO DUTIES OTHER THAN LIMITED PARTNER; LESS THAN 1% OWNERSHIP IN EACH PRIVATE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-14 |
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