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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-02-12 |
| TX | RA | APPROVED | 2021-02-11 |
Branch Locations
13333 California St Suite 500, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2012 | 08/2017 |
| Northwestern Mutual Investment Services, Llc | Omaha | NE | 10/2012 | 08/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2016 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 09/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2017 | 12/2020 |
| Bridges Investment Management | Omaha | NE | 01/2021 | 08/2023 |
| Bridges Investment Management | Omaha | NE | 08/2023 | 02/2025 |
| Bridges Investment Management | Omaha | NE | 02/2025 | Present |
Bridges Trust Company, Investment related, 13333 California St Suite 500 Omaha NE 68154, Trust Company, Officer, August 2023, 5 hours per month, 5 hours per month during trading hours, Portfolio Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
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