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13333 California St Suite 500, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| NE | RA | APPROVED | 2024-07-19 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 02/2022 | 05/2024 |
| University Of Nebraska At Omaha | Omaha | NE | 08/2021 | 05/2024 |
| Lees Summit R-Vii School District | Lees Summit | MO | 08/2020 | 05/2021 |
| Charlies Car Wash | Lees Summit | MO | 04/2019 | 06/2021 |
| Lees Summit R-Vii School District | Lees Summit | MO | 02/2012 | 04/2019 |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2024 | 05/2024 |
| Bridges Investment Management, Inc. | Omaha | NE | 06/2024 | Present |
Bridges Trust Company, Investment-related business, 13333 California Street Suite 500 Omaha NE 68154, Trust Company, Client Service Associate, 6/10/2024, 20 hours/month during trading hours, Duties include but are not limited to assisting with client onboarding and archiving documentation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-09 |
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