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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-23 |
| NE | RA | APPROVED | 2024-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Bellevue | NE | 01/2008 | 11/2016 |
| Securities America Inc. | La Vista | NE | 11/2016 | 06/2022 |
| Securities America Advisors | La Vista | NE | 04/2017 | 06/2022 |
| Grove Point Investments Llc | Rockville | MD | 06/2022 | 09/2022 |
| Grove Point Advisors Llc | Rockville | MD | 06/2022 | 09/2022 |
| Unemployed | Omaha | NE | 09/2022 | 11/2022 |
| Cetera Advisor Networks | El Segundo | CA | 12/2022 | 01/2024 |
| Cwm, Llc Dba Carson Partners | Omaha | NE | 11/2022 | 01/2024 |
| Cwm, Llc - Dba Carson Group Holdings | Omaha | NE | 11/2022 | 01/2024 |
| Pineview Bridge Capital, Llc | Papillion | NE | 06/2023 | Present |
| Private Client Services | Papillion | NE | 01/2024 | 07/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2024 | Present |
1.NAME OF OTHER BUSINESS: PINEVIEW BRIDGE CAPITAL, LLC INVESTMENT RELATED: NO ADDRESS: PAPILLION, NE NATURE OF BUSINESS: LLC OPENED FOR ESTABLISHING RENTAL PROPERTY & HOLDING START DATE: 06/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ESTABLISHING RENTAL PROPERTY & HOLDING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-28 |
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