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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-12 |
Branch Locations
200 N Burlington Avenue, Ste. 200, Hastings, NE 68901 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Main West Equipment | Lincoln | NE | 01/2025 | 01/2026 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2021 | 05/2025 |
| Touch Above Lawns | Hastings | NE | 06/2023 | 12/2024 |
| Bro Sno Llc | Hastings | NE | 05/2021 | 08/2023 |
| Unemployed | Hastings | NE | 01/2016 | 11/2020 |
| Hastings Physical Therapy | Hastings | NE | 12/2020 | 05/2021 |
| Oakeson Steiner | Hastings | NE | 03/2026 | Present |
| Cwm, Llc | Omaha | NE | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-20 |
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