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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-25 |
| CO | RA | APPROVED | 2024-07-24 |
| KS | RA | APPROVED | 2024-07-24 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
1616 S Kentucky Street, Ste. D110, Amarillo, TX 79102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shane Hall Financial | Amarillo | TX | 05/1999 | Present |
| Lighthouse Tax Services | Amarillo | TX | 01/2021 | Present |
| Cwm, Llc | Omaha | NE | 07/2024 | Present |
1) SHANE HALL FINANCIAL; 1616 S. Kentucky Street, Suite D-110 Amarillo, TX 79110 ;OWNER/AGENT SELLING FIXED ANNUITIS AND LIFE INSURANCE AND LONG TERM CARE INSURANCE; START DATE 5/1999; 160 HRS/MONTH DEVOTED TO BUSINESS; 160 HRS/MONTH DURING TRADING HOURS; $130,000 ANNUAL COMPENSATION; IR 2) Lighthouse Tax Services; 1616 South Kentucky St. Ste D-110 Amarillo TX 79110; Start Date 01/18/2021; Owner; Tax Prep Services; 10 hrs/mo; 5 hrs/mo during trading; IR 3)Ascension Academy; 9301 Ascension Pkwy Amarillo TX 79119; Start Date 1/1/2020; Board Member; Provide advice and support regarding operating decisions of the school; 4 hrs/mo; 0 hrs/mo during trading; NIR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
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