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5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Stephen The Martyr Catholic School | Omaha | NE | 08/2015 | 05/2018 |
| Skutt Catholic Highschool | Omaha | NE | 08/2018 | 05/2022 |
| Jacksonville State University | Jacksonville | AL | 06/2022 | 05/2023 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2023 | 05/2026 |
| Union Bank & Trust | Lincoln | NE | 11/2024 | 10/2025 |
| Flagstone Financial Management | Lincoln | NE | 10/2025 | 05/2026 |
| Flagstone Financial Management | Lincoln | NE | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
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