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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-12 |
Branch Locations
5101 Lexington Square, Amarillo, TX 79119 • United States
14600 Branch St., Omaha, NE 68154 • United States
301 Ne 4Th Street, Guymon, OK 73942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Amarillo | TX | 09/2009 | 08/2020 |
| Murphy Financial Advisors, Inc. | Amarilo | TX | 09/2009 | 08/2020 |
| Lpl Financial | Amarillo | TX | 08/2020 | 10/2022 |
| Happy State Bank | Amarillo | TX | 08/2020 | 10/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2022 | 09/2024 |
| Cwm, Llc | Omaha | NE | 10/2022 | Present |
| Carson Wealth | Amarillo | TX | 10/2022 | Present |
NAME OF OTHER BUSINESS: 58TH ST. PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: AMARILLO, TX 79118 NATURE OF BUSINESS: REAL ESTATE START DATE: 1/2015 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BILL PAYING FOR GROUP; NAME OF BUSINESS: Grazing Lease NATURE: Real Estate START: 4/2024 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manage lease FIXED INSURANCE NATURE: Insurance START: 10/2022 APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Piney House NATURE: Real Estate START: 10/2024 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manage property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-11 |
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