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Lincoln, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2025-11-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Lincoln | NE | 05/2009 | 02/2020 |
| North Channel Capital | Lincoln | NE | 05/2009 | 02/2020 |
| Lpl Financial Llc | Lincoln | NE | 02/2020 | 11/2025 |
| Alta Strada Wealth Management | Lincoln | NE | 11/2025 | Present |
1) 2/21/20 - Naviq Wealth Management- DBA for LPL Business (entity for LPL business)-Inv. Related- Lincoln, NE - 100% 2) 2/21/20- Smart Travel, LLC- Other- Holding company that owns the land around his property- Not Inv. Related- Lincoln, NE - start date 7/1/2009- 0% 3) 2/21/20 - CHG, Inc. - Business Entity For Accounting Purposes- Inv. Related- Lincoln, NE - start date 12/21/2015- 40hrs/mth- 100% 4) Augie Squared Property Partners, LLC; Not Investment Related; Rental Property Owner; Managing Partner; Approx. 4 hours/month devoted to this business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-26 |
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