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5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth | Clayton | MO | 06/2018 | 02/2021 |
| University Of Nebraska - Lincoln | Lincoln | NE | 08/2014 | 05/2018 |
| Executive Wealth Management | Lincoln | NE | 09/2016 | 04/2017 |
| Student | Lincoln | NE | 02/2011 | 05/2018 |
| Buckingham Strategic Wealth | Lincoln | NE | 04/2017 | 06/2018 |
| Flagstone Financial Management | Lincoln | NE | 02/2021 | 12/2021 |
| Flagstone Financial Management | Lincoln | NE | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
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