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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2019-02-19 |
Branch Locations
1115 Waters Edge Drive Suite 102, Granbury, TX 76048 • United States
14600 Branch St., Omaha, NE 68154 • United States
1300 Pecan Hill Drive, Stephenville, TX 76401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2015 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | TX | 08/2017 | 04/2018 |
| Bank Of America, N.A. | Mansfield | TX | 08/2017 | 04/2018 |
| Lpl Financial | Stephenville | TX | 05/2018 | 02/2019 |
| Cwm, Llc | Omaha | NE | 02/2019 | Present |
| Bmy Wealth Mangement | Stephenville | TX | 05/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2019 | 10/2025 |
NAME OF OTHER BUSINESS: STEPHENVILLE OPTIMIST CLUB ; INVESTMENT RELATED: NO ; NATURE OF BUSINESS: CIVIC CLUB; START DATE: 10/2019 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MEET TO VOTE ON CLUB ACTIVITIES NAME OF BUSINESS: Erath County Texas A&M Club Treasurer NATURE: Local Alumni Group START: 05/01/2024 POSITION: Treasurer APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Keep budget. Write checks for scholarships. NAME OF BUSINESS: Stephenville Education Foundation Board NATURE: Local Civic Organization START: 09/01/2024 POSITION: Board member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Board member NAME OF BUSINESS: Executor for Estate of Joseph McGuirk NATURE: Estate START: 12/12/2024 POSITION: Serving as Executor for Uncle's estate APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 DUTIES: Selling real estate, transferring accounts, tax filings NAME OF BUSINESS: BMY Wealth Management Group NATURE: Wealth management practice START: 07/01/2026 POSITION: Partner APPX. HRS/MONTH: 200 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Assist in running business operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
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