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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-28 |
| NE | RA | APPROVED | 2017-10-26 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Omaha | NE | 08/2014 | 09/2017 |
| Bridges Investment Management, Inc. | Omaha | NE | 09/2017 | 02/2023 |
| Bridges Investment Management, Inc. | Omaha | NE | 02/2023 | Present |
BRIDGES TRUST CO, INVESTMENT RELATED, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, TRUST COMPANY, EXECUTIVE VICE PRESIDENT, 9/17, 40 HRS/MTH, 30/TRADING HRS, RELATIONSHIP MANAGEMENT; FINANCIAL PLANNING ASSOCIATION OF NEBRASKA, NOT INVESTMENT RELATED, PO BOX 24133 OMAHA NE 68124, PROFESSIONAL ORGANIZATION FOR CERTIFIED FINANCIAL PLANNERS, MEMBER, 5/19, <1 HR/MTH, <1/TRADING HRS, MEMBER PARTICIPATION; ACCOUNTING & FINANCIAL WOMENS ALLIANCE, NOT INVESTMENT RELATED, 2365 HARRODSBURG RD SUITE A325 LEXINGTON KY 40504, PROFESSIONAL ORGANIZATION FOR ACCOUNTING AND CONTINUING EDUCATION, MEMBER, 3/20, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; OMAHA ESTATE PLANNING COUNCIL, NOT INVESTMENT RELATED, PO BOX 641461 OMAHA NE 68164, PROFESSIONAL ORGANIZATION TO FOSTER THE STUDY EDUCATION AND DISCUSSION OF ESTATE PLANNING, MEMBER, 5/17, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTS, NOT INVESTMENT RELATED, 7435 O STREET SUTIE 100 LINCOLN NE 68510, MEMBER, PROFESSIONAL ORGANIZATION TO FOSTER EDUCATION AND NETWORKING OF PUBLIC ACCOUNTANCY, MEMBER, 11/18, <1 HR/MTH, <1 HR/TRADING HRS, MEMBER PARTICIPATION; AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTING, NOT INVESTMENT RELATED, 220 LEIGH FARM ROAD DURHAM NC 27707, PROFESSIONAL ORGANIZATION TO FOSTER EDUCATION AND ADVOCACY FOR PUBLIC ACCOUNTING, MEMBER, 10/18, <1 HR/MTH, <1 TRADING HRS, MEMBER PARTICIPATION; SALVATION ARMY OF OMAHA, NOT INVESTMENT RELATED, 10755 BURT STREET OMAHA NE 68114, CHARITABLE ORGANIZATION FOCUSING ON MEETING SPECIAL NEEDS INCLUDING BUT NOT LIMITED TO FEEDING PROGRAMS, HOMELESSNESS PREVENTION AND OLDER ADULT SERVICES, EXECUTIVE COMMITTEE AND ADVISORY BOARD MEMBER AND CHAIR OF THE SOCIAL SERVICES COMMITTEE, 4/2022, 1 HR/MTH DURING TRADING HOURS, ASSISTS THE BOARD WITH GOVERNANCE OF THE SALVATION ARMY WESTERN DIVISION;THE KIM FOUNDATION, NOT-INVESTMENT RELATED, 11949 Q ST OMAHA NE 68137, CHARITABLE ORGANIZATION TO SERVE AS A SUPPORT RESOURCE AND COMPASSIONATE VOICE FOR LIVES TOUCHED BY MENTAL ILLNESS AND SUICIDE, BOARD MEMBER,JANUARY 2023, <2 HRS/MONTH, <1 HRS/MONTH DURING TRADING HOURS, BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-21 |
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