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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-04-03 |
| IA | RA | APPROVED | 2018-05-04 |
Branch Locations
42 7Th Ave Sw, Ste 102, Cedar Rapids, IA 52404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Cedar Rapids | IA | 09/2015 | 04/2018 |
| Private Advisor Group, Llc | Morristown | NJ | 10/2015 | 04/2018 |
| Cwm, Llc | Omaha | NE | 04/2018 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2018 | 05/2025 |
| Kandi Gordy Optavia Health Coach | Fremont | IN | 12/2021 | 09/2023 |
| Carson Wealth | Cedar Rapids | IA | 04/2018 | Present |
NAME OF OTHER BUSINESS: TN WEBER NIELAND, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED SALES ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED SALES ASSISTANT NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-20 |
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