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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-09 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aveo Capital Partners, Llc | Englewood | CO | 07/2011 | 10/2025 |
| Stephen A. Kohn & Associates, Ltd. | Lakewood | CO | 07/2011 | 07/2025 |
| Axcent Private Capital, Llc | Englewood | CO | 11/2016 | 10/2025 |
| Dmk Advisor Group, Inc. | Englewood | CO | 07/2011 | 07/2025 |
| Cwm, Llc | Omaha | NE | 07/2025 | Present |
| Carson Wealth | Englewood | CO | 07/2025 | Present |
NAME OF BUSINESS: Organic Vines, LLC NATURE: Agriculture START: 01/01/2019 POSITION: CEO APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Management NAME OF BUSINESS: Chesterton Academy of Our Lady of Victory NATURE: Charitable START: 09/01/2024 POSITION: Board Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member NAME OF BUSINESS: Photobucket, LLC NATURE: Online photo storage and sharing software as a service. START: 11/5/2019 POSITION: Minority owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: I am a passive owner, with no voting control and active participation in the business. This is just a private equity investment. NAME OF BUSINESS: GH Fund I Management, LLC NATURE: Axcent Greenhouse Fund which is currently in the process of liquidating its only asset - an equity position in Organic Vines LLC. START: 05/22/2017 POSITION: Manager APPX. HRS/MONTH: 3 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager NAME OF BUSINESS: ACA Holdings LLC NATURE: Holding company START: 7/15/2011 POSITION: Manager APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager stocks
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-27 |
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