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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-19 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
21550 Oxnard St. Suite 300, Woodland Hills, CA 91367 • United States
1055 East Colorado Blvd. 5Th Floor, Pasadena, CA 91106 • United States
3655 Torrance Blvd. 3Rd Floor, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | Irvine | CA | 01/2007 | 10/2017 |
| Lpl Financial, Llc | Irvine | CA | 11/2017 | 10/2020 |
| Applied Financial Planning | Irvine | CA | 10/2017 | Present |
| Cwm, Llc | Omaha | NE | 10/2020 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2020 | 08/2026 |
NAME OF OTHER BUSINESS: NOTARY PUBLIC; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS, COMPLIMENTARY, WHEN NEEDED; NAME OF OTHER BUSINESS: RENTAL PROPERTY; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-20 |
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