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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-30 |
Branch Locations
4220 Lucile Dr., Suite 100, Lincoln, NE 68506 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Lincoln | NE | 06/2018 | 07/2025 |
| Nai Fma Realty | Lincoln | NE | 06/2011 | 06/2018 |
| Newedge Securities, Llc | Pittsburgh | PA | 07/2025 | Present |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
1. Nebraska Secretary of State (Notary Division)* No Invest*Lincoln, NE *Notary Public*4/10/12*Notarial activities* 1 Hr trade/1 Non trade 2. Power of Attorney*No Invest*Firth, NE *Power of Attorney (for my husband)*12/16/19*Ability to act on my husband's behalf in any manner, if needed*1Hr Trade/1 Non Trade 3.CrossMMG LLC*No Invest*Lincoln, NE *PEO (Professional Employer Organization) providing payroll and benefits administration for the Cleartrek Wealth Partners dba*7/21/25*Director of Client Service*Admin duties*160 Hrs trade/160 non trade 4.Cleartrek Wealth Partners*Yes Invest*Lincoln, NE *Financial services DBA*7/21/25*Director of Client Service*Admin duties*160 Hrs trade/160 Non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-26 |
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