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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-02-15 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgeline Advisors | Hastings | NE | 05/2023 | 02/2024 |
| Ridgeline Advisors | Hastings | NE | 01/2023 | 05/2023 |
| Englund And Lindsteadt Financial Advisors | Hastings | NE | 10/2021 | 01/2023 |
| Rivals Bar And Grill | Hastings | NE | 07/2021 | 10/2021 |
| Hastings College | Hastings | NE | 05/2021 | 07/2021 |
| Hastings College | Hastings | NE | 08/2019 | 05/2021 |
| Schrunk Ag Services | Valentine | NE | 05/2020 | 08/2020 |
| Schrunk Ag Services | Valentine | NE | 05/2019 | 08/2019 |
| Valentine Middle School And Valentine High School | Valentine | NE | 01/2013 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 02/2024 | Present |
| Ridgeline Advisors | Hastings | NE | 02/2024 | Present |
(1) Prairie Loft Center - not investment related - 4705 Dld Rd, Hastings, NE 68901 - To teach agriculture appreciation, outdoor education, cultural connections, and the wise use of natural resources. - Board Member - start date Jan. 15, 2025 - 5 hours/month - Provide knowledge or prior agricultural experiences and how they can positively impact the organization. (2) Hastings American Legion Baseball - not investment related - 916 E. South St, Hastings, NE 68901 - Provide opportunities to young men to help empower, encourage, and foster growth in their athletic and personal lives. - Board Member - start date Jan. 15, 2025 - 2 hours/month - Provide insight from a different perspective as a previous player/coach. (3) Pinnacle Group - securities related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date 5/1/2019 - 1 hour/month during trading - fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
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