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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-05 |
| KS | RA | APPROVED | 2022-01-05 |
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
7450 W. 130Th Street, Suite 350, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Overland Park | KS | 05/2013 | 10/2019 |
| V Wealth Advisors Llc | Overland Park | KS | 05/2013 | 01/2022 |
| Cwm, Llc | Omaha | NE | 01/2022 | Present |
| Trimble Wealth Advisors | Overland Park | KS | 01/2022 | Present |
NAME OF BUSINESS: John Martin- JMA Group, LLC NATURE: Life Insurance Consultant START: 6/7/2021 POSITION: N/A APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 DUTIES: John has placed all of the insurance cases through Ash Brokerage (see other OBA) 100% in his name. He sends me a check typically once a quarter for 50% of the commissions. Usually no more than $500 per quarter. NAME OF BUSINESS: Kansas City Surf Soccer Coach NATURE: Youth Soccer Team START: 8/1/2024 POSITION: Coach APPX. HRS/MONTH: 12 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Parents pay monthly dues including coaching fee. I am not accepting the coaching fee. NAME OF BUSINESS: N/A NATURE: Rental Property START: 9/1/2025 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS:0 DUTIES: This is a passive activity so we will receive pass investment income. FIXED INSURANCE NATURE: Insurance START: 01/01/2014 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-16 |
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