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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norfolk Catholic School | Norfolk | NE | 01/2011 | 05/2019 |
| Unemployed | Norfolk | NE | 05/2019 | 08/2019 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2019 | Present |
| Norfolk Parks & Recreation | Norfolk | NE | 05/2020 | 08/2020 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2020 | 05/2021 |
| Elkhorn Valley Bank | Norfolk | NE | 11/2020 | 08/2021 |
| Jetsplash Car Wash | Lincoln | NE | 05/2022 | Present |
McMill CPA PC - S Corp - not investment related - 125 S. 4th St Norfolk, NE - CPA Firm - Staff accountant - 2022 - 160 hours per month/160 hours during securities trading hours - work duties include completing projects assigned by management, assisting with tax filings and assisting with financial records for clients. Insurance Agent - not investment related - 125 S 4th St Norfolk, NE - fixed insurance sales - independent insurance agent - 08/2023 - Approx. 4 hours per month/Approx. 4 hours during securities trading hours - sales of fixed insurance Norfolk Secure Inc. - not investment related - 125 S 4th St Norfolk, NE - bookkeeping - treasurer - Approx. 5 hours per month/Approx. 0 hours during securities trading hours CEBK LLC - investment related - 125 S 4th St Norfolk, NE - real estate - owner - Approx. 5 hours per month/Approx. 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
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