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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-19 |
| IA | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
4571 Cox Rd Ste B, Evans, GA 30809 • United States
4444 Corona Dr Ste 206-B, Corpus Christi, TX 78411 • United States
2010 Keokuk St, Iowa City, IA 52240 • United States
10715 Gulfdale St Ste 225, San Antonio, TX 78216 • 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 |
|---|---|---|---|---|
| Bowman & Associates, Cpa | Corpus Christi | TX | 10/2005 | 02/2018 |
| Cetera Financial Llc | Denver | CO | 01/2013 | 02/2018 |
| Lpl Financial Llc | San Antonio | TX | 03/2018 | 01/2021 |
| Ima Live Llc Dba Iwc Financial Planning | San Antonio | TX | 12/2019 | 02/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2021 | Present |
| Granite Financial Solutions, Llc | San Antonio | TX | 01/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Midwest Financial Solutions | Iowa City | IA | 03/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * GRANITE FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; AGENT; START DATE=01/2021; HRS/MO=160; TRADING HRS/MO=160; COMMISSION BASED SALES * Midwest Financial Solutions; 2010 Keokuk St, Iowa City IA 52240; inv rel; financial services; Associate; start date=03/2024; hrs/mo=0; trading hrs/mo=0; associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-14 |
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