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3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-24 |
Branch Locations
3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Irving | TX | 06/2024 | 08/2024 |
| Five Points Financial Services | Kearney | NE | 08/2024 | 12/2024 |
| Charles Schwab | Omaha | NE | 09/2023 | 04/2024 |
| Boeing | Renton | WA | 05/2023 | 08/2023 |
| Charles Schwab | Omaha | NE | 01/2023 | 04/2023 |
| Berkshire Hathaway Homestate Companies | Omaha | NE | 08/2022 | 01/2023 |
| Meadowlark Hills Golf Course | Kearney | NE | 04/2020 | 08/2021 |
| Younes Conference Center | Kearney | NE | 11/2019 | 04/2020 |
| Kearney Catholic School | Kearney | NE | 02/2015 | 05/2019 |
| Kearney Little League | Kearney | NE | 04/2017 | 07/2021 |
| Ben Sasse For Us Senate | Kearney | NE | 06/2020 | 09/2020 |
| Northwest Missouri State | Maryville | MO | 08/2021 | 05/2022 |
| University Of Nebraska | Omaha | NE | 05/2022 | 12/2024 |
| Matter Family Office | St Louis | MO | 01/2025 | 06/2026 |
| Allen Capital Group | Grand Island | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
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