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5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstone Financial Management | Lincoln | NE | 08/2017 | Present |
| Union Bank & Trust Company | Lincoln | NE | 07/2015 | 08/2017 |
1. Friends of Pioneers Park Nature Center; Yes, investment related; 3201 S Coddington Ave., Lincoln, NE 68522; Non-profit that supports the activities of the Pioneers Park Nature Center; Board Member and Board Finance Committee Member; 01/2017; 2 hrs per month; 0 trading hours spent; and advise Board of Directors of proper investment strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
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