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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-24 |
Branch Locations
601 State Street, Suite 425, Southlake, TX 76092 • United States
14600 Branch St., Omaha, NE 68154 • United States
5101 Lexington Square, Amarillo, TX 79119 • United States
1780 Hughes Landing | Suite 570, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Amarillo | TX | 10/2004 | 01/2017 |
| Pinnacle Financial Group | Amarillo | TX | 06/2004 | 10/2018 |
| Cwm, Llc | Omaha | NE | 04/2013 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 10/2023 |
| Maynard Asset Management | Amarillo | TX | 10/2008 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2023 |
| Carson Wealth | Amarillo | TX | 04/2013 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2016; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, DISABILITY, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: MKD FINANCIAL SERVICES LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS ENTITY; START DATE: 4/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL; BRIEF DESCRIPTION OF DUTIES: CORPORATION SET UP FOR ACCOUNTING PURPOSES ONLY; 3. NAME OF OTHER BUSINESS: CARSON SHAFER ACCOUNTING & TAX SERVICES, LLC; INVESTMENT RELATED: NO; ADDRESS: 13710 STRUTHERS ROAD #220 COLORADO SPRINGS, CO 80921; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 6/2021; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR TAX AND ACCOUNTING SERVICES; 4. NAME OF OTHER BUSINESS: MAYNARD ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 10/2008 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: CORPORATION SET UP FOR ACCOUNTING PURPOSES ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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