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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-10-21 |
Branch Locations
19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Hagerstown | MD | 06/2002 | 07/2018 |
| M&T Securities | Hagerstown | MD | 09/2003 | 07/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2018 | 08/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 08/2018 | 10/2019 |
| First Command Advisory Services, Inc | Fort Worth | TX | 08/2018 | 10/2019 |
| First Command Insurance Services, Inc | Insurance Agent | TX | 08/2018 | 10/2019 |
| Cwm, Llc | Hagerstown | MD | 10/2019 | Present |
| Centerville Elementary Pta | Frederick | MD | 03/2019 | 08/2022 |
| Cetera Advisor Networks | El Segundo | CA | 10/2019 | 01/2025 |
| Carson Wealth | Hagerstown | MD | 10/2019 | 12/2022 |
| Carson Wealth | Hagerstown | MD | 12/2022 | Present |
NAME OF OTHER BUSINESS:FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED:YES ADDRESS:SAME AS REGISTERED LOCATION NATURE OF BUSINESS:FIXED INSURANCE APX # OF HOURS PER WEEK:6 APX # OF HOURS DURING TRADING HOURS:6 TITLE:INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES:SELLS LIFE, ANNUITIES, AND LONG-TERM CARE SOLO, LLC; NO; 72 LINCOLN WAY WEST, CHAMBERSBURG, PA 17201;APARTMENT BUILDING RENTAL;4/2004;NON-ACTIVE MANAGING PARTNER;LESS THAN 1 HOUR PER QUARTER; LESS THAN 1 HOUR PER QUARTER; GIVES FEEDBACK ON IMPROVEMENTS TO THE BUILDING. MY DAD MANAGES THE DAY TO DAY OPERATIONS OF THE BUILDING SO WHEN HE IS OUT OF TOWN, I AM THE MAIN CONTACT FOR THE TENANTS. I DO HAVE CHECK WRITING AUTHORITY ON THIS ACCOUNT HOWEVER, I HAVE NEVER WRITTEN A CHECK FROM THE ACCOUNT. MY DAD HANDLES THE FINANCES. JADD, LLC; NO; 390 E QUEEN STREET, CHAMBERSBURG, PA 17201; DUPLEX RENTAL PROPERTY; 1/2009; NON-ACTIVE MANAGING PARTNER; 1:1; NON-ACTIVE MANAGING PARTNER WHO GIVES FEEDBACK ON IMPROVEMENTS TO THE BUILDING. MY DAD MANAGES THE DAY TO DAY, OPERATIONS OF THE PROPERTY SO WHEN HE IS OUT OF TOWN, I AM THE MAIN CONTACT FOR TENANTS. I DO HAVE CHECK WRITING, AUTHORITY ON THIS ACCOUNT HOWEVER, I HAVE NEVER WRITTEN A CHECK FROM THE ACCOUNT AS MY DAD HANDLES THE FINANCES. DAJ, LLC; NO; 390 E QUEEN STREET, CHAMBERSBURG, PA 17201; DUPLEX RENTAL PROPERTY; 1/2009; NON-ACTIVE MANAGING PARTNER; 1; 1; NON-ACTIVE MANAGING PARTNER WHO GIVES FEEDBACK ON IMPROVEMENTS TO THE BUILDING. MY DAD MANAGES THE DAY TO DAY, OPERATIONS OF THE PROPERTY SO WHEN HE IS OUT OF TOWN, I AM THE MAIN CONTACT FOR TENANTS. I DO HAVE CHECK WRITING, AUTHORITY ON THIS ACCOUNT HOWEVER, I HAVE NEVER WRITTEN A CHECK FROM THE ACCOUNT AS MY DAD HANDLES THE FINANCES. OSC, LLC; NO; 108 PARK STREET, CUMBERLAND, MD 21502; APARTMENT BUILDING RENTAL PROPERTY; 10/2008; MANAGING PARTNER; 10; 10 7)GIRL SCOUT TROOP 37041; NO; 4301 CONNECTICUT AVE NW M-2 WASHINGTON, DC 20008; NON PROFIT;11/2022; CO-LEADER;2;2;CONDUCT TROOP MEETINGS, COMPLETE ACTIVITIES TO WORK TOWARDS BADGES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-03 |
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