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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-10 |
| IL | RA | APPROVED | 2023-05-08 |
Branch Locations
220 N Smith St, Ste 220, Palatine, IL 60067 • 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 |
|---|---|---|---|---|
| Meyer Financial Services, Inc. | Aurora | IL | 05/2003 | 12/2023 |
| Triad Advisors, Inc. | Norcross | GA | 06/2015 | 07/2018 |
| Cwm, Llc | Omaha | NE | 05/2023 | Present |
| Carson Wealth | Naperville | IL | 05/2023 | Present |
FIXED INSURANCE NATURE: Insurance START: 05/2003 APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
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