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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| GA | RA | APPROVED | 2020-03-05 |
Branch Locations
211 Perimeter Center Parkway Suite 1025, Atlanta, GA 30346 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jon Baker Financial Group | Atlanta | GA | 11/2012 | 12/2022 |
| Woodbury Financial Services, Inc. | Atlanta | GA | 04/2013 | 03/2022 |
| Cwm, Llc | Omaha | NE | 03/2020 | Present |
| Carson Wealth | Atlanta | GA | 01/2023 | 01/2023 |
| Carson Wealth | Atlanta | GA | 01/2023 | Present |
FIXED INSURANCE NATURE: Insurance START: 9/1/2023 APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-20 |
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