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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-16 |
Branch Locations
3755 S. Capital Of Texas Hwy, Ste. 100, Austin, TX 78704 • 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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 05/2015 | 08/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 05/2015 | 08/2023 |
| Cwm, Llc | Omaha | NE | 08/2023 | Present |
| Collective Advisors | Austin | TX | 08/2023 | Present |
Sale of non-variable insurance products including term life and permanent life insurance policies for clients. Agent with various insurance carriers. Start date: 11/4/21, approx. 2-3 hrs/mo, none during mkt hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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