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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-03 |
Branch Locations
11375 S Fortuna Road, Ste. F, Yuma, AZ 85367 • United States
14600 Branch St., Omaha, NE 68154 • United States
1825 E 16Th Street, Ste. D, Yuma, AZ 85364 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yuma Investment Group Wealth Management | Yuma | AZ | 05/2021 | 01/2023 |
| Yuma Investment Group Wealth Management | Yuma | AZ | 06/2008 | 01/2021 |
| Advanced Benefits Consulting | St. Louis | MO | 11/2020 | 05/2021 |
| Yuma Investment Group Wealth Management | Yuma | AZ | 01/2023 | 01/2025 |
| Cwm, Llc | Omaha | NE | 12/2022 | Present |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 01/2025 | Present |
1. NAME OF BUSINESS: Keller Williams Realty NATURE: Real Estate START: 1/3/2021 POSITION: Real Estate Agent APPX. HRS/MONTH: 40 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Facilitate buying & selling land and property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
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