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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-03 |
| NE | RA | APPROVED | 2009-07-30 |
| TX | RA | APPROVED_RES | 2009-07-16 |
Branch Locations
5950 Vandervoort Dr Ste C [Satellite], Lincoln, NE 68516 • United States
10250 Regency Circle Ste 110, Omaha, NE 68114 • United States
Tubac, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Lincoln | NE | 07/2009 | Present |
JETH INC, INVT RELATED, LINCOLN, NE, 100% OWNERSHIP, START DATE 1/1/2019, 40 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.; NORTH CHANNEL CAPITAL REAL ESTATE LLC, INV RELATED, LINCOLN, NE, 12.5% OWNERSHIP, START: 7/1/2025, 1 HR/MONTH, 0 HRS DURING TRADING, REAL ESTATE FOR FINET PRACTICE. IMMANUEL FOUNDATION, INVT RELATED, OMAHA, NE, FINANCE COMMITTEE, START DATE 7/1/2020, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS INVESTMENTS AND FINANCIAL PERFORMANCE. EDENTON SOUTH HOA; INV. RELATED; LINCOLN,NE; PRESIDENT; START DATE 07/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS NEIGHBORHOOD MAINTENANCE, COMPLAINT RESOLUTION, AND ALLOCATING HOA DUES.; TRUSTEE FOR GRANDPARENT'S TRUST, INV RELATED, LINCOLN, NE, START: 9/16/2022, 1 HR/MONTH, 0 HRS DURING TRADING. TUBAC TRANSPORTATION LLC; INV RELATED;TUBAC,AZ; TRANSPORTS ;100% OWNERSHIP; START DATE: 06/15/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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