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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-10-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Billings | MT | 07/2009 | 10/2023 |
| Apex Advisory Services | Billings | MN | 11/2009 | 04/2017 |
| Arbor Point Advisors | Billings | MT | 03/2017 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | 06/2026 |
| Carson Wealth | Billings | MT | 10/2023 | Present |
| Cwm, Llc | Omaha | NE | 10/2023 | Present |
| Reinker, Inc | Billings | MT | 01/2010 | Present |
| Reinker Holdings, Llc | Billings | MT | 09/2024 | Present |
NAME OF OTHER BUSINESS: REINKER, INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME AND PAYROLL PURPOSES POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 1/2010 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: I MONITOR THIS COMPANY FOR PAYROLL PURPOSES AND USE FOR TAX PLANNING; NAME OF OTHER BUSINESS: REINKER HOLDINGS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: RUN PAYROLL THROUGH FOR EMPLOYEES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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