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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2020-02-18 |
Branch Locations
612 Tan Tara Circle Suite 100, Sioux Falls, SD 57108 • 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 |
|---|---|---|---|---|
| Freedom Financial Counseling, Inc. | Sioux Falls | SD | 01/2012 | 02/2020 |
| Cwm, Llc | Omaha | NE | 02/2020 | Present |
| Pinnacle Wealth | Sioux Falls | SD | 02/2020 | Present |
NAME OF BUSINESS: Camp Steward NATURE: Summer/Winter Camp START: 06/2021 POSITION: Director APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Creating exercise programs for high school runners during the Summer and Winter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-06 |
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