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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| NE | RA | APPROVED | 2021-11-03 |
Branch Locations
14301 Fnb Parkway Suites 100, Omaha, NE 68154 • United States
Omaha, NE • United States
233 S. 13Th Street Suite 1100, Lincoln, NE 68508 • 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 |
|---|---|---|---|---|
| Markle Financial | Laramie | WY | 03/2012 | 08/2020 |
| Markle Financial Llc | Laramie | WY | 06/2019 | 08/2020 |
| Charles Schwab & Co., Inc. | Cheyenne | WY | 09/2020 | 09/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Laramie | WY | 10/2021 | Present |
| Tiaa | Laramie | WY | 10/2021 | Present |
FAITHFUL JOHNSONS, LLC POSITION: Part Owner NATURE: The business has been established in order to purchase real estate in the future. It has never been funded. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2024 ADDRESS: Home Address, Omaha NE 68136, United States DESCRIPTION: Owning and maintaining real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-14 |
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