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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2241 Douglas Blvd, Suite 250, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Self Employed | Granite Bay | CA | 07/1994 | 11/2021 |
| Princor | Granite Bay | CA | 11/2002 | 11/2021 |
| Lpl Financial Llc | Granite Bay | CA | 02/2008 | 11/2021 |
| The Wealth Consulting Group | Granite Bay | CA | 04/2016 | 11/2021 |
| Cwm, Llc | Omaha | NE | 11/2021 | Present |
| Aspire Financial Planning | Roseville | CA | 11/2021 | Present |
1. 02/19/2008: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 15% - Sell fixed life, disability, health insurance and fixed annuities. 2. 02/19/2008: No Business Name - Investment Related - Act in a Fiduciary Capacity - Time Spent 1% - Trustee - Gladys Moore Generation Skipping Trust. (Grandmother). 3. 1/7/2021 - Pacific Unity Insurance Solutions - Not Investment Related - 2241 Douglas Blvd #200, Roseville, CA 95661 - For-Profit Board Member - Start Date: 12/28/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Board Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-07 |
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