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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Monroe | LA | 06/2016 | 05/2023 |
| Cwm, Llc | Omaha | NE | 05/2023 | Present |
| Carson Wealth | Monroe | LA | 05/2023 | Present |
| Smith Wealth Management Group | Monroe | LA | 06/2016 | Present |
NATURE: Notary START: 01/1976 POSITION: Notary APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Notarize as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-26 |
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