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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 | 2023-11-28 |
Branch Locations
109 N. Hastings Ave., Hastings, NE 68901 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Happy Hollow Club | Hastings | NE | 04/2016 | 09/2016 |
| Mary Lanning Healthcare | Hastings | NE | 07/2017 | 06/2020 |
| Ellerbrock-Norris | Hastings | NE | 07/2020 | 03/2023 |
| Ifp Securities, Llc | Tampa | NE | 04/2023 | Present |
| Unemployed | Hastings | NE | 10/2016 | 06/2017 |
| Independent Financial Partners | Tampa | FL | 01/2024 | Present |
| Ridgeline Advisors | Hastings | NE | 01/2024 | Present |
(1) Basketball Referee - not investment related - 5414 Randolph Circle Hastings, NE 68901 - referee - start date 10/1/2015 - 32 hours/month - I ref high school and collegiate basketball games (2) 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 | 2023-09-07 |
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