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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | North Platte | NE | 01/2013 | 10/2018 |
| American Eagle | Lincoln | NE | 10/2018 | 11/2018 |
| Unemployed | Lincoln | NE | 11/2018 | 05/2019 |
| Unemployed | North Platte | NE | 05/2019 | 08/2019 |
| Unemployed | Lincoln | NE | 08/2019 | 12/2019 |
| Ymca Of Lincoln | Lincoln | NE | 12/2019 | 03/2020 |
| Cleary Building Corporation | North Platte | NE | 03/2020 | 08/2020 |
| Unemployed | Lincoln | NE | 08/2020 | 10/2020 |
| Nebraska Wesleyan University | Lincoln | NE | 10/2020 | 03/2021 |
| Unemployed | Lincoln | NE | 03/2021 | 05/2021 |
| Pinnacle Wealth Management | Lincoln | NE | 05/2021 | 05/2022 |
| Fp Wealth Management | Lincoln | NE | 05/2022 | Present |
| Sagepoint Financial, Inc. | Lincoln | NE | 06/2023 | 09/2023 |
| Osaic Wealth, Inc. | Lincoln | NE | 09/2023 | Present |
1) ENTRUST WEALTH COUNSEL, INC. POSITION: Client Service Manager NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/16/2022 ADDRESS: 770 N Cotner Blvd, Suite 411, Lincoln NE 68505, United States DESCRIPTION: Hourly pay for working for Entrust Wealth Counsel. Open new accounts. Answer incoming phone calls. Service existing accounts. Assist advisors on day-to-day tasks.. Process paperwork.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-11 |
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