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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-02-17 |
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 |
|---|---|---|---|---|
| Bridges Investment Management | Omaha | NE | 01/2018 | 02/2024 |
| Westwood Holdings Group | Omaha | NE | 07/2017 | 01/2018 |
| Mutual Of Omaha | Omaha | NE | 09/2016 | 05/2017 |
| Dundee Venture Capital | Omaha | NE | 04/2016 | 05/2017 |
| Creighton University | Omaha | NE | 08/2013 | 05/2017 |
| Extended Travel | Sacramento | CA | 05/2017 | 07/2017 |
| Bridges Investment Management | Omaha | NE | 02/2024 | Present |
BRIDGES TRUST COMPANY, INVESTMENT RELATED, 13333 CALIFORNIA ST OMAHA NE, TRUST COMPANY, PORTFOLIO MANAGER, 1/2018, 10 HRS/MONTH, 10 HRS/MONTH DURING TRADING HOURS, TRADING ANALYSIS AND RESEARCH. CIRCLE THEATRE OMAHA, NON-INVESTMENT RELATED, 333 S 132ND ST OMAHA NE, NON-PROFIT THEATRE DEDICATED TO ARTS AND PROGRAMMING FOR PEOPLE OF ALL SKILL LEVELS, BOARD MEMBER, JANUARY 2025, 3 HRS/MONTH, 0 HRS/MONTH DURING TRADING HOURS, GENERAL MEMBER OF THE BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
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