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2630 Eastside Blvd., Beatrice, NE 68310 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-26 |
| NE | RA | APPROVED | 2016-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primary Wealth Management, Llc Dba Garnett Investment Strategies | Beatrice | NE | 02/2016 | Present |
| Garnett Insurance Solutions, Llc | Beatrice | NE | 02/2016 | Present |
| Broker Dealer Financial Services | West Des Moines | IA | 05/2016 | 10/2018 |
1) TDF Family Farms, LLC; (non-investment related); 621 N Clark St, PO Box 375, Carroll, IA 51401, Owner, 1/2010; 2 hrs/month; 0 hrs/month during trading; limited partnership in egg-laying operation. 2) Garnett Insurance Solutions, LLC; (investment related); 2630 Eastside Blvd., Beatrice, NE; Insurance Sales; Managing Member; start date 02/2016; 10 hrs/month all during trading hours; managing the insurance business. 3) PDG Enterprises, LLC; (non-investment related); 2630 Eastside Blvd., Beatrice, NE; Family company to invest in business opportunities and to utilize gifting for personal estate planning; limited investor; start date 1/1/2008; 0 hrs/month; 0 hrs during trading hours; no duties. 4) FroNett Ventures, LLC; (investment related); 2007 Wildwood Circle, Beatrice, NE; Family company to invest in business opportunities and to utilize gifting for personal estate planning; Managing Member; start date 3/1/2018; 1 hrs/month; 0 hrs during trading hours; determine the business opportunities for investment. 5) Beatrice Area Chamber of Commerce Ambassador Program; (non-investment related); 218 N. 5th St., Beatrice, NE; Ambassador; start date 04/2013; 2 hrs/month; 2 hrs/month during trading; Volunteer. 6) Gage County Humane Society Foundation; (non-investment related); 534 S. Reed St., Beatrice, NE; Board Member; start date 3/2025; 1 hrs/month; 0 hrs/month during trading; Volunteer. 7) GIS, LLC, (investment related), 2630 Eastside Blvd, Beatrice, NE. Owner; start date 08/2013; 5 hrs/month; 0 hrs/month during trading; manage payment of expenses for affiliates per agreement. 8) NGage, (non-investment related); Beatrice, NE, Board Member; start date 02/2019; 4 hrs/month; 0 hrs/month during trading hours, Volunteer, Local Economic Development Group. 9) Premiere Bookkeeping, LLC; not investment-related, 2630 Eastside Blvd., Beatrice, NE 68310; Bookkeeping services to individuals, organizations, and business owners (non-investment related); Owner; started 2015; 1 hour per month/0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-15 |
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