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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-09 |
Branch Locations
9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • United States
14600 Branch St., Omaha, NE 68154 • United States
9635 Maroon Circle Suite 440, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-08-14 |
Branch Locations
9635 Maroon Circle Suite 440, Englewood, CO 80112 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Aveo Capital Partners, Llc | Englewood | CO | 05/2011 | 10/2025 |
| Stephen A. Kohn & Associates, Ltd. | Lakewood | CO | 07/2011 | 01/2020 |
| Blue Sky Asset Management, Llc | Littleton | CO | 05/2013 | Present |
| Cwm, Llc | Omaha | NE | 07/2025 | Present |
| Carson Wealth | Englewood | CO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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