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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-19 |
| VA | RA | APPROVED | 2023-09-15 |
| FL | RA | APPROVED | 2023-07-14 |
| NE | RA | APPROVED | 2023-06-01 |
Branch Locations
20507 Nicholas Circle, Suite 108, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jk Horseshoeing Services | Lincoln | NE | 01/2008 | Present |
| Waddell & Reed Inc | Fairbury | NE | 09/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lincoln | NE | 09/2015 | 07/2021 |
| Holliday Planning Llc | Fairbury | NE | 02/2017 | 07/2021 |
| Michelle Holliday | Fairbury | NE | 02/2017 | 07/2021 |
| Ag Vision International | Lincoln | NE | 04/2018 | 12/2018 |
| Jmjk Properties | Lincoln | NE | 04/2018 | Present |
| 2819 Rental Property | Lincoln | NE | 09/2020 | Present |
| Lpl Financial Llc | Fairbury | NE | 07/2021 | 05/2023 |
| Valmark Securities, Inc. | Akron | OH | 05/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 05/2023 | Present |
1) 09/01/2020 - Real Estate Rental / Jared Knobbe / Investment Related / 2Hrs/Mo 0Hrs/Mo During Trading / 2819 N 57th St, Lincoln, NE, 68507./// 2) 05/2018 - Other / JMJK Properties / Not Investment Related / 1Hr/Mo 0Hrs/Mo During Trading / Lincoln, NE 68507./// 3) Rental Property/ 3515 S 31st St Lincoln NE 68502/ Rental Real Estate/7/2025/ Owner/Collect Rents, repair & maintenance of the property/ NOT investment related/ financial interest- Personally Owned Real Estate /1-5 per month/Rents Paid for Occupancy of the Property.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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