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140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-13 |
Branch Locations
140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritrade | Omaha | NE | 12/1994 | 01/2021 |
| Td Waterhouse Investor Services, Inc. | Bellevue | NE | 04/2006 | 01/2021 |
| Pacific Life | Omaha | NE | 07/2021 | 08/2025 |
| Unemployed | Elkhorn | NE | 01/2021 | 07/2021 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 04/2022 | 08/2025 |
| Bellwether Wealth | Lincoln | NE | 09/2025 | Present |
1) Name of Outside Business:EJ 6 LIMITED LIABILITY GROUP; Investment Related:No; Address of Outside Business:Howells Nebraska; Nature of Outside Business:Rental Property; Position:Part Owner; Start Date:7/1/2011; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Part owner of land parcel. 2) NAME: Podliska Farm LLC ; ADDRESS: 620 Vista Avenue, West Point, NE 68788 ; POSITION: Real Estate/Rental Property ; START: 01/01/2024 ; DUTIES: Inherited farm ground with siblings where piece of land was titled in LLC with equal ownership across 6 siblings ; HOURS PER MONTH: 0 HRS ; NON INVESTMENT-RELATED; NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-10 |
| S66 | Uniform Combined State Law Examination | 2005-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-04 |
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