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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| NE | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ave Wealth Management - Holliday Planning Llc, Lpl Broker Dealer | Fairbury | NE | 09/2022 | 10/2023 |
| State Of Nebraska - Lancaster County Juvenile Probation | Lincoln | NE | 05/2019 | 09/2022 |
| Cedars Youth Services | Lincoln | NE | 07/2018 | 05/2019 |
| University Of Nebraska - Lincoln | Lincoln | NE | 01/2016 | 05/2018 |
| Endicott Clay Products | Endicott | NE | 10/2012 | 05/2018 |
| Lpl Financial Llc | Fairbury | NE | 08/2022 | 10/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 11/2023 | 02/2025 |
| Thrivent Financial | Appleton | WI | 11/2023 | 02/2025 |
| Union Bank And Trust | Lincoln | NE | 03/2025 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2025 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2025 | Present |
Union Bank and Trust; SAME AS BRANCH; INV REL; CLIENT SERVICES; EMPLOYEE; START DATE=03/2025; HRS/MO=160; TRADING HRS/MO=130; CLIENT SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-19 |
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