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7221 Plaza Court, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-11 |
Branch Locations
7221 Plaza Court, Lincoln, NE 68516 • United States
419 S Whitewoman Street, Coshocton, OH 43812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | New Philadelphia | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | New Philadelphia | OH | 11/2016 | 11/2023 |
| Private Client Services | Coshocton | OH | 11/2023 | Present |
| Plan A Wealth, Llc | Lincoln | NE | 11/2023 | Present |
1) Office Building. 419 S Whitewoman St, Coshocton, OH 43812. Office building leased to Plan A Wealth Management. Building oner jointly with my spouse. 5 hrs/mo; 0 during trading hrs. 2) Plan A Wealth Management. RIA. 7221 Plaza Court, Lincoln, NE 68516. RIA. 160 hrs/mo. 3) Kingdom 411 Properties, LLC. 419 S Whitewoman Street, Coshocton, OH 43812. This LLC is set-up solely to own the property which will be leased from Plan A WM - Coshocton, Ohio's office. For means of liability protection primarily. Sole member/Owner. 1 hr/mo; 0 during trading hrs. 4) Durable/Financial Power of Attorney: Francine Johnson. Francine Johnson is my Aunt, my mother's sister, who has no husband or children. She would like me (nephew) to be her Durable POA in the event she is not capable of making financial decisions. She is not a client and I do not act as a registered representative for her. Only acting Durable POA in the case my Aunt would need assistance now or in the future based on her mental capabilities if she is unable to make wise decisions. 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
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