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6003 Old Cheney Rd Suite 350, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-01-09 |
Branch Locations
6003 Old Cheney Rd Suite 350, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Financial | Omaha | NE | 02/2014 | 12/2017 |
| Client One Securities, Llc | Omaha | NE | 04/2014 | 12/2017 |
| Mutual Securities, Inc. | Camarillo | CA | 01/2018 | Present |
| Lincoln Capital, Llc. | Lincoln | NE | 01/2018 | Present |
1. TWO PILLARS CHURCH, NON-PROFIT, START DATE: 06/01/16, 1430 SOUTH STREET, LINCOLN, NE 68502, NON PROFIT, DIRECTOR BENEVOLENCE, FACILITATE BENEVOLENCE REQUESTS, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. LINCOLN CAPITAL LIFE, LLC., START DATE: 04/01/18, 8055 O ST, STE. 125, LINCOLN, NE 68510, LLC, INSURANCE AGENCY, AGENT, DISCUSS INSURANCE NEEDS WITH CLIENTS AND PROSPECTS, HE WILL ALSO IMPLEMENT INSURANCE APPLICATIONS, NOT INVESTMENT RELATED, 40 HOURS PER MONTH, 2 HOURS PER DAY DURING TRADING HOURS. 3. LINCOLN CAPITAL, LLC, START DATE: 12/01/17, 8055 O STREET SUITE 125, LINCOLN, NE 68510, RIA/MARKETING ASSOCIATE, 160 HOURS PER MONTH, 6 HOURS PER DAY DURING TRADING HOURS. 4. UNIFIED EMPLOYEE BENEFITS, STATE DATE: 02/01/2019, 1640 S. 70TH STREET, STE. 200, LINCOLN, NE 68506, SUPPLEMENTAL INSURANCE, REFERRAL SOURCE, SALES REFERRALS ONLY, NOT SELLING FOR THE COMPANY BUT WILL REFER CLIENTS/PROSPECTS TO UEB, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 1 HOUR PER DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-13 |
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