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140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-03-22 |
Branch Locations
140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 02/2014 | 01/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2014 | 01/2017 |
| Midlands Financial Benefits | Lincoln | NE | 03/2014 | 01/2017 |
| Unico Midlands, Llc | Lincoln | NE | 03/2014 | 01/2017 |
| Kestra Investment Services, Llc | Lincoln | NE | 01/2017 | 03/2019 |
| Bellwether Advisors, Llc Dba Bellwether Wealth | Lincoln | NE | 03/2019 | Present |
Business Name: Bellwether Wealth Investment Related: No Address: 140 North 8, Suite 210 Lincoln NE 68508 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Salesman..financial advisor Start Date: 1/1/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: provide sales material..advice and recommendations.Business Name: KESTRA AS Investment Related: Yes Address: 5707 Southwest Parkway Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial adviser...employee of Bellwether Wealth Start Date: 3/1/2017 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: sales of investment securities..Business Name: Willow Springs Homeowners Association. Investment Related: No Address: 7907 Weeping Willow Lane Lincoln ME 68506 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: President Start Date: 9/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: as president work with board of directors to manage the membership and amenities of the HOA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-30 |
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