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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
440 Louisiana St. Ste. 650, Houston, TX 77002 • 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 |
|---|---|---|---|---|
| Bb&T Bank | Houston | TX | 10/2015 | 06/2017 |
| Bb&T Investment Services, Inc. | Houston | TX | 10/2015 | 06/2017 |
| Allstate Financial | Cypress | TX | 08/2017 | 12/2018 |
| Amegy Bank/Zion Bank | Houston | TX | 12/2018 | 07/2023 |
| Lpl Financial Llc | Houston | TX | 01/2019 | 08/2022 |
| Cwm, Llc | Omaha | NE | 06/2024 | Present |
| Wealth Standard Financial | Houston | TX | 06/2024 | Present |
| N/A | Houston | TX | 07/2023 | 06/2024 |
NAME OF BUSINESS: Living Word Fellowship Church NATURE: Musician START: 5/30/2001 POSITION: Guitarist APPX. HRS/MONTH: 36 APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Play guitar for worship
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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