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570 Hammill Lane, Reno, NV 89511 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
| NV | RA | APPROVED | 2025-08-20 |
| WA | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Wealth Management | Reno | NV | 12/2014 | 08/2018 |
| Ms Howells & Co | Scottsdale | AZ | 08/2016 | Present |
| American Wealth Management | Reno | NV | 08/2018 | Present |
| University Of Nevada | Reno | NV | 01/2019 | Present |
1) DEC. 2014; MS HOWELLS & CO.; RENO, NV; INVESTMENT RELATED;BROKER/DEALER; REGISTERED ADMIN; BROKERAGE TRADES; DEVOTE 1 HRS/MONTH DURING MARKET HOURS. 2) AUG. 2018; AMERICAN WEALTH MANAGEMENT; RENO, NV; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; WEALTH ADVISOR / INVESTMENT ANALYST; DEVOTE 100 HRS/MONTH DURING MARKET HOURS. 3) University of Nevada, Non Investment related; Reno, NV; Nature- Higher Education; Position/Title- Lecturer; Start Date- 1/2019; Approximately 10 hours per month, 0 during trading hours; Description- Provide finance courses to students at University of NV, Reno 4) JULY 2022; RENO PHILHARMONIC ORCHESTRA, RENO, NV; NON INVESTMENT RELATED; BOARD OF TRUSTEE (FINANCE AND ARTISTIC COMMITTEE MEMBER); OVERSEE ORGANIZATIONS BUDGET, SUGGEST PROGRAMS; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS. 5) MARCH 2024; KOREAN AMERICAN ASSOCIATION OF RENO, NV; NON INVESTMENT RELATED; VICE PRESIDENT; OVERSEE ORGANIZATION'S ACTIVITIES; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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