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108 1St Avenue Place, Kearney, NE 68847 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-11-13 |
Branch Locations
11605 Miracle Hills Drive Suite 205, Omaha, NE 68154 • United States
108 1St Avenue Place, Kearney, NE 68847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Wealth Systems | Omaha | NE | 02/2024 | Present |
| Lube Tech | Omaha | NE | 10/2019 | 08/2024 |
| Unemployed | Omaha | NE | 05/2019 | 10/2019 |
| Pinnacle Productions | Sioux Falls | SD | 03/2018 | 04/2019 |
| Bills Tree Service | Sioux City | IA | 05/2018 | 10/2018 |
| One Eyed Jacks | Sioux City | IA | 08/2016 | 03/2018 |
| Hyvee | Sioux City | IA | 08/2015 | 03/2018 |
| Briar Cliff University | Sioux City | IA | 01/2017 | 12/2017 |
| Western Iowa Tech Community College | Sioux City | IA | 08/2015 | 12/2016 |
Name of business: Stonebridge Insurance and Wealth Management; Investment-related: yes; Address: 3800 Avenue A Suite C, Kearney, NE 68847; Nature of business: Insurance sales; Position: Insurance producer; Start date: November 14, 2024; Approximate number of hours a month: 10; Number of hours devoted during trading hours: 5; Duties: Client reviews and selling insurance and selling policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
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