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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED | 2023-08-21 |
Branch Locations
10211 Wincopin Circle, Ste 220, Columbia, MD 21044 • 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 |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 08/2023 | Present |
| Carson Wealth | Columbia | MD | 08/2023 | Present |
| Fai Wealth Management | Columbia | MD | 02/2015 | 12/2023 |
NAME OF BUSINESS: Taste of Food NATURE: Blog START: 01/01/2017 POSITION: Owner APPX. HRS/MONTH: 8 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Writing blogs NAME OF BUSINESS: Community Foundation of Howard County NATURE: Non-Profit START: 08/19/2024 POSITION: Trustee on Board of Directors APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board of Director duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-12 |
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