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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcmill Cpa & Advisors | Norfolk | NE | 01/2021 | Present |
| Awg | Norfolk | NE | 04/2018 | 01/2022 |
| Herbergers | Norfolk | NE | 11/2015 | 04/2018 |
McMill CPA PC - not investment related - 125 S 4th St Norfolk, NE 68701 - Accounting Firm - Accountant - 04/2018 - Approximately 160 hours monthly/120 hours during security trading hours - preparing tax returns and financial statements for multiple clients. Norfolk Area Community Foundation Fund - PO Box 1187 Norfolk, NE 68701 - Non-Profit - Treasurer - 7/2023 - Approximately 2 hours monthly/2 hours during security trading hours - post journal entries related to bookkeeping activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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