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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| NE | RA | APPROVED | 2021-04-26 |
Branch Locations
13333 California St Suite 500, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 01/2015 | 11/2016 |
| Wealthplan Partners Inc. | Omaha | NE | 01/2015 | 02/2020 |
| Securities America Inc. | Omaha | NE | 11/2016 | 12/2020 |
| Wealthplan Partners, Llc | Omaha | NE | 02/2020 | 12/2020 |
| Wealthplan Investment Management Llc | Omaha | NE | 10/2020 | 04/2021 |
| Wealthplan Investment Management Llc | Omaha | NE | 12/2020 | 04/2021 |
| Bridges Investment Management, Inc. | Omaha | NE | 04/2021 | 07/2024 |
| Bridges Investment Management, Inc. | Omaha | NE | 07/2024 | Present |
Bridges Trust Company, Investment related, 13333 California Street Suite 500 Omaha NE 68154, Trust and Wealth Management Business, Senior Vice President, 4/2021, 20 hrs/mth, 15 hrs/mth during trading hours, Relationship Management; Bridges Private Equity Fund, Investment Related, 13333 California Street Omaha NE 68154, Private Equity Fund, Investment Committee member, 7/2024, 5 hrs/mth, 5 hrs/mth during trading hours, Investment management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-30 |
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