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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-05-23 |
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midland University | Fremont | NE | 08/2015 | 05/2019 |
| Professional Caddie | Scottsdale | AZ | 07/2019 | 03/2020 |
| Truck Center Companies | Omaha | NE | 04/2020 | 12/2020 |
| Lpl Financial, Llc | Omaha | NE | 01/2021 | 05/2022 |
| Brokers International Financial Services | Omaha | NE | 05/2022 | Present |
1) Shonsey Wealth Management; securities related; 15808 West Dodge Road, Omaha, NE 68118; DBA for securities; Financial Advisor; 01/18/2021; 160 hours per month, 130 hours during securities hours; Sales and service of securities. 2) Insurance Agent; not investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; Insurance Agent; 01/01/2012; 10 hours per month, 10 hours during securities hours. Sales of Insurance products. 3) TR Financial; Investment related; 15808 W. Dodge Rd, Suite 200, Omaha, NE 68818; DBA for securities and advisory; Financial Consultant; 01/02/2012; 160 hours per month; 130 hours during security hours; Sales and service of securities and advisory products 4) Omaha Country Club Caddie Alumni Association; not investment related; 6900 Country Club Rd Omaha, NE 68152; Meetings/Event Planning; Board Member; 11/21/2022; 10 hours per month; 0 hours during securities trading hours; help plan meeting and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-22 |
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