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7221 Plaza Court, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Lincoln | NE | 05/2015 | 04/2017 |
| Plan A Wealth, Llc | Lincoln | NE | 03/2017 | Present |
| Private Client Services, Llc | Louisville | KY | 04/2017 | Present |
1) Beatrice Speedway. 321 Logan Ave, Beatrice, NE 68310. Local dirt race track ran/managed by Gage Country AG Society. Administrative & recordkeeping, Friday nights during summer months. Duties include software management, registrations, Lap courting and check register reporting. 20 hrs/mo; 0 during trading hrs. 2) Plan A Wealth Management. 7221 Plaza Court, Lincoln, NE 68516. RIA. Chief Compliance Officer. 170 hrs/mo; 170 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-02 |
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