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1601 Dodge Street Suite 3300, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1601 Dodge Street Suite 3300, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Magnolia Group, Llc | Omaha | NE | 08/2014 | Present |
| The Aligned Group, Llc | Las Vegas | NV | 11/2013 | Present |
| Boston Omaha Corporation | Omaha | NE | 03/2015 | Present |
| 24Th Street Asset Management, Llc | Las Vegas | NV | 11/2019 | Present |
The Aligned Group, LLC manages two real estate funds, both of which are in run off. The Aligned Group, LLC is located in Las Vegas, Nevada at 8918 Spanish Ridge Avenue, Suite 100. I am co-manager and 25% owner of the Firm which was started in October 2013. I spend about two hours a week, one of which is during securities trading hours, advising on real estate loans and acquisitions along with the other manager. Boston Omaha Corporation is a holding company for which I have been co-CE and co-Chairman of the Board since March of 2015. Boston Omaha Corporation is located in Omaha Nebraska at 1601 Dodge Street, Suite 3300. I devote about 20 hours a week, 5 of which are typically during securities trading hours, to Boston Omaha Corporation. I am predominantly responsible for the allocation of the company's capital in other private companies. 24th Street Asset Management, LLC ("24th") is an investment adviser to private funds investing in real estate assets, including commercial loans on real estate assets. 24th is located in Las Vegas, Nevada at 3900 S. Hualapai Suite 300. I am an adviser to the Firm which was started in July 2018. I spend eight hours month, generally none of which are during securities trading hours, advising on real estate assets and commercial loans along with the other manager. I serve on the Board of Directors for Nicholas Financial, Inc. and have since July 2017. Nicholas Financial, Inc. is located at 2454 McMullen Booth Road, Building C, Clearwater, Florida 33759 devote approximately 2-3 hours per quarter, about 80% of which are during securities trading hours. I serve on the Board of Directors. I serve on the Board of Directors for Nelnet, Inc., and have since March 2022. Nelnet, Inc. is located at 121 South 13th Street, Suite 100, Lincoln, NE. I devote approximately 2-3 hours per quarter, 80% of which are during securities trading hours. I serve on the Board of Directors. I serve on the Board of Directors for CB&T Holding Corporation and have since November 2022. CB&T Holding Corporation is located at 1100 Poydras Street, Suite 100, New Orleans. I devote approximately 2-3 hours per quarter , 80% of which are during securities trading hours. I serve on the Board of Directors. I am a member of KPR, LLC, and have been since December 2021. KPR is located at 3900 S. Hualapai Way, Suite 200, Las Vegas, Nevada 89147. I work with two other members to make small investments on behalf of the business. I spend approximately thirty minutes per month on this business (these are passive) and no time during trading hours. I am a passive investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-03 |
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