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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-09-28 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Omaha | NE | 01/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 09/2021 |
| Private Wealth Asset Management | Omaha | NE | 09/2021 | Present |
PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 05/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF SICKNESS, ACCIDENT, HEALTH INSURANCE, LIFE AND ANNUITIES .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-14 |
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