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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-11-07 |
| LA | RA | APPROVED | 2022-10-27 |
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
8505 Technology Forest Place, Ste. 404, The Woodlands, TX 77381 • 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 |
|---|---|---|---|---|
| Matranga Tax Advisors, Llc | The Woodlands | TX | 10/2004 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 07/2022 |
| N/A | The Woodlands | TX | 08/2017 | Present |
| Platinum Wealth Management | The Woodlands | TX | 07/2022 | Present |
| Cwm, Llc | Omaha | NE | 07/2022 | Present |
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, INSURANCE SERVICES, START 2004, 5 HOURS PER WEEK - VARIES DURING TRADING HOURS, AGENT - SELLS LIFE, ANNUITIES AND LONG-TERM CARE. 2. TAX UNLIMITED LLC DBA TAX ADVISORS UNLIMITED, PLATINUM TAX START 10/01/2004, 2203 TIMBERLOCH PL #100 THE WOODLANDS TX 77380, 20 HR/WKDBA NAME FOR TAX PREPERATION AND INSURANCE 3. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BOOK WRITING START DATE: 8/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: WRITING AND SELLING A BOOK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-31 |
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