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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-09 |
Branch Locations
9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen A. Kohn & Associates, Ltd. | Lakewood | CO | 04/2014 | 01/2020 |
| Aveo Capital Partners, Llc | Littleton | CO | 04/2014 | 10/2025 |
| Cwm, Llc | Omaha | NE | 07/2025 | Present |
| Carson Wealth | Englewood | CO | 07/2025 | Present |
1) COLORCOM. LIMITED PARTNERSHIP. SHAREHOLDER. START DATE: 03/2004. 0 HOURS PER MONTH. NO COMPENSATION. 2) SAGE BENEFITS GROUP; HEALTH INSURANCE; REFERRAL AGENT; START DATE 2/2010; 1 HR PER MTH; $6,000 AVG YRLY COMPENSATION. 3) CAMDOG, LLC, PARKER, CO; MEMBER/MANAGER; MANAGE EXPENSES FOR MARKETING TO CPA FIRMS; START DATE 6/21/2012; APPROX. 1 HR. PER MTH; NO COMPENSATION. 4) NFP - FIXED INSURANCE, START 03/2014, 40 HRS/MO, $100,000/YR. 5) DMK Advisor Group, Inc. 3232 SOUTH VANCE STREET, SUITE 210 LAKEWOOD, COLORADO 80227; REGISTERED REP.;INVESTMENT RELATED; START 04/2014; 10 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-18 |
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