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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-11-07 |
| TX | RA | APPROVED_RES | 2018-11-06 |
Branch Locations
2021 S Webster Ave, Green Bay, WI 54301 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 02/2014 | 11/2018 |
| Cambridge Investment Research Advisor Inc. | Fairfield | IA | 02/2014 | 11/2018 |
| Cwm, Llc | Omaha | NE | 10/2018 | Present |
| Heritage Financial Partners Llc Dba Heritage Financial | Green Bay | WI | 02/2014 | Present |
| Cetera Advisor Networks | El Segundo | CA | 11/2018 | 11/2019 |
1. NAME OF OTHER BUSINESS: NOTARY PUBLIC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 06/2014 POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC APX NUMBER OF HOURS PER WEEK: 0.25 APX NUMBER OF HOURS DURING TRADING HOURS: 0.25 BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-23 |
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