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140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-29 |
Branch Locations
140 North 8Th Street Suite 210, Lincoln, NE 68058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellwether Advisors, Llc, Dba Bellwether Wealth | Lincoln | NE | 07/2026 | Present |
| First Citizens Bank | Omaha | NE | 06/2022 | 01/2025 |
| Cit Bank Fka Mutual Of Omaha Bank | Omaha | NE | 04/2022 | 06/2022 |
| Cit | Omaha | NE | 03/2019 | 06/2022 |
| Bank Of The West | Lincoln | NE | 02/2015 | 12/2018 |
| Bellwether Advisors, Llc, Dba Bellwether Wealth | Lincoln | NE | 01/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-19 |
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