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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-22 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Omaha | NE | 05/2015 | 01/2017 |
| Cwm, Llc | Omaha | NE | 01/2015 | 07/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 07/2019 |
| Wells Fargo Clearing Services | Omaha | NE | 08/2019 | 03/2023 |
| Wells Fargo Bank | Omaha | NE | 08/2019 | 03/2023 |
| Private Wealth Asset Management | Omaha | NE | 03/2023 | Present |
PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 03/2024;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF SICKNESS, ACCIDENT AND HEALTH INSURANCE, LIFE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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