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5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Elkhorn | NE | 03/2021 | 08/2025 |
| Nylife Securities Llc | Elkhorn | NE | 08/2021 | 08/2025 |
| Advanced Medical Imaging | Lincoln | NE | 01/2020 | 05/2021 |
| Via Christi Hospital | Manhattan | KS | 06/2018 | 01/2020 |
| Homemaker | Manhattan | KS | 01/2018 | 06/2018 |
| Xpresswellness Urgent Care | Chickasha | OK | 07/2017 | 01/2018 |
| Homemaker | Lawton | OK | 05/2017 | 07/2017 |
| University Medical Center | El Paso | TX | 11/2015 | 05/2017 |
| Eagle Strategies Llc | Lincoln | NE | 11/2023 | 08/2025 |
| Lpl Financial Llc | Lincoln | NE | 08/2025 | 01/2026 |
| Flagstone Financial Management | Lincoln | NE | 01/2026 | Present |
1) 07/2025 - Chloey Wealth LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 90 % time spent 2) 07/2025 - Gerber Life Insurance / Non-Variable Insurance Trails Only / Inv Related / White Plains NY 10605 / Start date 05/15/2025 - 1 hrs per month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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