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301 Yamato Road Suite 1140, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-03 |
Branch Locations
301 Yamato Road Suite 1140, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gallacher Capital Management, Llc | Lone Tree | CO | 10/2016 | 02/2020 |
| Cheyenne Group | New York | NY | 04/2015 | 10/2016 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2017 | 02/2020 |
| Cwm, Llc Dba Nichols Wealth Partners | Boca Raton | FL | 02/2020 | 07/2022 |
| Cwm, Llc | Omaha | NE | 02/2020 | 07/2022 |
| Bishop Capital Advisors Llc | Boca Raton | FL | 03/2022 | Present |
Independent insurance agent license, not investment related, 301 Yamato Rd., Suite 1140, Boca Raton, FL. 33431, Insurance sales; Agent; since 4/2022; Insurance products; four hours per month spent on this activity during securities trading hours; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-27 |
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