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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-07 |
| NE | RA | APPROVED | 2006-11-27 |
Branch Locations
5950 Vandervoort Dr Ste C [Satellite], Lincoln, NE 68516 • United States
10250 Regency Circle Ste 110, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salomon Smith Barney Inc. (7059) | Lincoln | NE | 07/1993 | Present |
| Wells Fargo Advisors Financial Network Llc | Lincoln | NE | 05/2009 | Present |
MCCONKEY FAMILY FARMS LLC, INV RELATED, GRETNA, NE, 33.3% OWNERSHIP, START 4/1/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, MANAGING MEMBER.| M31 S CORP; INVESTMENT RELATED; LINCOLN,NE; 100% OWNERSHIP; START DATE 01/01/2015; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; OWNER.| NORTH CHANNEL CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; LINCOLN,NE; 50% OWNERSHIP; START DATE 2/1/2021; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 8; OWNER OF FINET PRACTICE.;| NORTH CHANNEL CAPITAL REAL ESTATE LLC, INV RELATED, LINCOLN, NE, 12.5% OWNERSHIP, START: 471/2025, 1 HR/MONTH, 0 HRS DURING TRADING, REAL ESTATE FOR FINET PRACTICE.| NORTH CHANNEL CAPITAL MANAGEMENT CASH BALANCE PLAN, INV RELATED, OMAHA, NE, TRUSTEE, START 2/2022, 10 HOURS PER MONTH,0 HOURS DURING TRADING, FINET PRACTICE.| NORTH CHANNEL CAPITAL MANAGEMENT 401K PLAN, INV RELATED, OMAHA, NE, TRUSTEE, START 2/2022, 10 HOURS PER MONTH,0 HOURS DURING TRADING, FINET PRACTICE.| NORTH CHANNEL LLC; INV RELATED; LINCOLN, NE; 26% OWNERSHIP; START DATE 11/1/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; SPONSORING ENTITY FOR FINET 401K/PENSION.;| NORTH CHANNEL, LLC 401K, INV RELATED, LINCOLN, NE, START: 11/01/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| DIVERSIFY EQUITY INCOME, LLC; INV RELATED; LINCOLN, NE; REAL ESTATE INVESTMENT; 50% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING RENTAL PROPERTY; INV RELATED; LINCOLN, NE ; HILLSIDE HOUSE PURCHASE;100% OWNERSHIP; START DATE: 09/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-05 |
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