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Current Employers
Stonebridge Wealth Systems Llc

108 1St Avenue Place, Kearney, NE 68847 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-29
TX RA APPROVED 2023-10-12
  • NE RA
    APPROVED
    Since 2023-11-29
  • TX RA
    APPROVED
    Since 2023-10-12

Branch Locations

108 1St Avenue Place, Kearney, NE 68847 • United States

834 N Diers Ave, Grand Island, NE 68803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Wealth Advisors, Llc Grand Island NE 01/2023 10/2023
Nebraska Army National Guard Grand Island NE 07/2022 01/2023
Nebraska Army National Guard Kearney NE 11/2020 07/2022
Nebraska Army National Guard Grand Island NE 06/2017 11/2020
Nebraska Army National Guard Grand Island NE 06/2014 06/2017
Stonebridge Wealth Systems Llc Grand Island NE 10/2023 Present
Stonebridge Insurance And Wealth Management Grand Island NE 11/2022 Present
  • 01/2023 → 10/2023
    Grand Island, NE
  • 07/2022 → 01/2023
    Nebraska Army National Guard
    Grand Island, NE
  • 11/2020 → 07/2022
    Nebraska Army National Guard
    Kearney, NE
  • 06/2017 → 11/2020
    Nebraska Army National Guard
    Grand Island, NE
  • 06/2014 → 06/2017
    Nebraska Army National Guard
    Grand Island, NE
  • 10/2023 → Present
    Grand Island, NE
  • 11/2022 → Present
    Stonebridge Insurance And Wealth Management
    Grand Island, NE
Previous Registrations
Other Businesses

Stonebridge Insurance and Wealth Management. Business is Investment Related. Located at 838 N Diers Ave, Grand Island, NE 68803. The nature of business is Insurance Agent. My is position is an Insurance Agent/Producer. The start date of the relationship is November 2022. The approximate number of hours/month that is devoted is 35.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-08
  • S65 Uniform Investment Adviser Law Examination
    2022-03-08
Designations

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