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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-22 |
| WA | RA | APPROVED | 2024-01-22 |
Branch Locations
6601 W Deschutes Ave Ste C, Kennewick, WA 99336 • United States
125 South 4Th Street, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epic Trust Financial Group | Kennewick | WA | 07/2020 | 01/2024 |
| Burt Tax And Accounting | Kennewick | WA | 01/2015 | 06/2020 |
| Wealth Management Nebraska | Norfolk | NE | 01/2024 | Present |
Guardian Financial Group - CPA/President - Provide accounting services to clients of the CPA firm - approx 180 hours monthly/150 hours monthly during securities trading hours. Rental Property - Individual Ownership with Spouse - Landlord & Property Maintenance - Approx 1 hour monthly/0 hours during securities trading hours. Fridge CRM LLC - member - CRM provider - approx 1 hour monthly/0 hours during securities trading hours Nexus Reports LLC - technical advisor - approx 2 hour monthly/2 hours during securities trading hours GFG HQ LLC - member - rental property - approx 1 hours monthly/1 hours during securities trading hours.
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