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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-03-15 |
| PA | RA | APPROVED | 2024-03-07 |
Branch Locations
215 Farm Lane, Doylestown, PA 18901 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vineland | NJ | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vineland | NJ | 11/2016 | 06/2017 |
| Cwm, Llc | Omaha | NE | 10/2021 | 03/2023 |
| Pnc Bank | Pittsburgh | PA | 07/2017 | 10/2021 |
| Wealth Enhancement Advisory Services | Vineland | NJ | 03/2023 | 03/2024 |
| Wealth Enhancement Group | Vineland | NJ | 03/2023 | 03/2024 |
| Carson Wealth | Doylestown | PA | 03/2024 | Present |
| Cwm, Llc | Omaha | NE | 03/2024 | Present |
ATLANTIC CAPE COMMUNITY COLLEGE, NOT INV RELATED, MAYS LANDING, NJ. START: 8/27/16, 16 HOURS/MONTH, 0 DURING TRADING, SR ADJUNCY PROFESSOR OF BUSINESS IMMACULATA UNIVERSITY, NOT INV RELATED, IMMACULATA PA START: 8/31/2021, 8 HOURS/MONTH 0 DURING TRADING, I TEACH ACCOUNTING AND FINANCE COURSES AMERICAN COLLEGE, NOT INV RELATED, VINELAND NJ START: 8/31/2018, 8 HOURS/MONTH 0 DURING TRADING, ADJUNCT PROFESSOR ATLANTIC CAPE COMMUNITY COLLEGE, NOT INV RELATED, VINELAND NJ START: 8/31/2018, 0 HOURS/MONTH 0 DURING TRADING, SR ADJUNCT PROFESSOR OF BUSINESS IRS, ENROLLED AGENT DESIGNATION, NOT INV RELATED, VINELAND NJ. START: 01/01/20, 0 HOURS/MONTH, 0 DURING TRADING, TAX PREPERATION FOR FAMILY AND CLOSE FRIENDS OLESZEWSKI REALTY, NOT INV RELATED, OCEAN CITY NJ. START: 01/01/23, 2 HOURS/MONTH, 0 DURING TRADING, RENTAL PROPERTY OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
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