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140 N. 8Th Street 410 The Apothecary, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-03-24 |
| AZ | RA | APPROVED | 2013-11-25 |
| WA | RA | APPROVED | 2013-11-05 |
| MN | RA | APPROVED | 2013-11-04 |
| TX | RA | APPROVED_RES | 2013-02-08 |
| NE | RA | APPROVED | 2000-02-18 |
Branch Locations
140 N. 8Th Street Suite 410, Lincoln, NE 68508 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Consulting & Asset Management, Inc. | Lincoln | NE | 05/1996 | Present |
| Geneos Wealth Management Inc | Lincoln | NE | 04/2009 | 12/2025 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 03/2026 | Present |
1) DBA -CAPITAL CONSULTING & ASSET MANAGEMENT- INVESTMENT RELATED; 140 8TH ST, SUITE 410, LINCOLN, NE 68508; INVESTMENTS; FINANCIAL ADVISOR/ OWNER; 100% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-23 |
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