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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Englund & Lindsteadt Financial Advisors | Hastings | NE | 01/2017 | Present |
| Hastings College | Hastings | NE | 08/2014 | 05/2018 |
| Hastings College | Hastings | NE | 08/2017 | 12/2017 |
| Lpl Financial, Llc | Hastings | NE | 03/2017 | 05/2019 |
| Independent Financial Partners | Hastings | NE | 09/2018 | Present |
| Ifp Securities, Llc | Hastings | NE | 05/2019 | Present |
(1) Oakmont Properties, LLC , Address of the OBA - 561 Laura Lane, South Sioux City, NE 68776 , Type of OBA - Real Estate ?Role the rep will have - General Partner Description of the activities - Investment properties to rent , Start Date of the OBA - 4/19/2022 How many hours during the month - 15 (2) Ridgeline Advisors - Investment Related - DBA Name Only - 3606 Cimarron Plaza, Suite 275, Hastings, NE 68901 - DBA Name used for financial services and investment business. (3) Start Over Rover - not investment related - non-profit 501(c)(3) - 134 N Barnes Ave, Hastings, NE 68901 - board member - start date 2/6/2023 - 2 hours/month - 1 hour/month during trading - Attend board meeting and volunteer during their annual fundraiser. (4) Camper Rental on Outdoorsy - not investment related - Hastings, NE - Camper rentals - Owner - start date 5/27/2024 - 4 hours/month - Allow people to rent my travel trailer camper, clean my camper when they are done using it. (5) Pinnacle Group - securities related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date 5/1/2019 - 1 hour/month during trading - fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-12 |
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