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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-13 |
| NE | RA | APPROVED | 2019-07-09 |
Branch Locations
8800 Firethorn Lane Suite 200, Lincoln, NE 68520 • United States
Roca, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lincoln | NE | 04/2017 | 06/2019 |
| Primerica Financial Services | Lincoln | NE | 04/2017 | 04/2019 |
| Lincoln Public Schools | Lincoln | NE | 08/2012 | 06/2019 |
| The Home Depot | Lincoln | NE | 05/2015 | 01/2017 |
| Hyvee | Lincoln | NE | 07/2018 | 07/2019 |
| Rbc Capital Markets, Llc. | Lincoln | NE | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-05 |
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