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9802 Nicholas Street Suite 315A, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-20 |
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 |
|---|---|---|---|---|
| Sweet Spot Ventures Llc | Omaha | NE | 01/2022 | Present |
| Unemployed | Omaha | NE | 09/2016 | 12/2021 |
| Private Client Services, Llc | Omaha | NE | 07/2025 | 03/2026 |
| Keystone Financial Services, Llc | Omaha | NE | 02/2025 | Present |
| Private Client Services | Omaha | NE | 03/2026 | Present |
1) Mr. Wagstaff is dually registered with Private Client Services, LLC ("PCS") and Keystone Financial Services, LLC ("Keystone"). Mr. Wagstaff has served as an investment adviser representative for Keystone and as a registered representative for PCS since January 2026. Business is conducted from 9802 Nicholas Street, Suite 315A, Omaha, NE, 68114. Approximately 50% of Mr. Wagstaff's time is for services as a registered representative and the balance as an investment advisor representative. 2) Sweet Spot Ventures LLC; Investment related; Omaha, NE. 68154; Direct Investments; Owner; 01/2022; 2 hours per month; 0 during trading hours; Monitor current investments and conduct due diligence in new investment opportunities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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