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9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED_RES | 2020-10-22 |
| NE | RA | APPROVED | 2020-06-05 |
Branch Locations
9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2020 |
| Keystone Financial Services, Llc | Omaha | NE | 06/2020 | Present |
| Cetera Advisor Networks Llc | Omaha | NE | 11/2007 | 06/2020 |
| Private Client Services | Omaha | NE | 06/2020 | Present |
1) ASPIRING EAGLES LLC. 9802 NICHOLAS STREET, #315, OMAHA, NE 68114. RENTAL OF BUSINESS OFFICE. PARTIAL OWNER OF PROPERTY AND KEEP BUSINESS ACCOUNTING AND MAINTENANCE OF THE PROPERTY. 8 HRS/MO; 0 DURING TRADING HRS. 2) INSURANCE. 9802 NICHOLAS STREET, OMAHA, NE 68114. WE SELL LIFE INSURANCE, LONG TERM CARE AND DISABILITY INSURANCE TO OUR CLIENTS. AGENT- SELLING AND SERVICING POLICIES. 3 HRS/MO; 0 DURING TRADING HRS. 3) MOONSTONE POINT LLC. 576 MOONSTONE ROAD, BRECKENRIDGE, CO. SHORT TERM RENTAL PROPERTY. PARTIAL OWNER- ACCOUNTANT AND MAINTENANCE. 10 HRS/MO; 0 DURING TRADING HRS. 4) NANCY LAUG-SHOLIN IS DUALLY REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH KEYSTONE FINANCIAL SERVICES, LLC ("KEYSTONE") AND AS A REGISTERED REPRESENTATIVE WITH PRIVATE CLIENT SERVICES, LLC ("PCS"). BUSINESS IS CONDUCTED FROM 9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE 68114. APPROXIMATELY 90% OF MS. LAUG-SHOLIN'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE OF KEYSTONE AND THE BALANCE AS A REGISTERED REPRESENTATIVE WITH PCS. 5) TRIAD PARTNERS. NOT INVESTMENT RELATED. 9802 NICHOLAS STREET, SUITE 315, OMAHA, NE 68114.OWNERSHIP IN REAL ESTATE. PARTNER. 1/1/2025. 20 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-11 |
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