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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-20 |
Branch Locations
13625 California St Ste 200 [Gl-Rbo], Omaha, NE 68154 • United States
4303 S 70Th St, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 10/2025 | Present |
| Wells Fargo Bank, Na | Lincoln | NE | 05/2022 | Present |
| It Works Marketing Inc. | Grand Island | NE | 12/2021 | 05/2022 |
| Jbs Beef Plant | Grand Island | NE | 03/2021 | 12/2021 |
| Mcdonalds | Kearney | NE | 12/2019 | 01/2021 |
| Kearney High School | Kearney | NE | 02/2019 | 12/2020 |
| Komal Mexican Restaurant | Kearney | NE | 05/2019 | 08/2019 |
| Ness City High School | Ness City | KS | 08/2016 | 02/2019 |
| Herbergers Retail Store | Kearney | NE | 05/2018 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
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