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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-04 |
Branch Locations
21090 N Pima Road, Scottsdale, AZ 85255 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2020 | 08/2021 |
| Safeway | Scottsdale | AZ | 05/2015 | 05/2018 |
| Sodexo | Flagstaff | AZ | 05/2017 | 04/2018 |
| Albertsons Companies | Phoenix | AZ | 05/2018 | 08/2018 |
| Northern Arizona University | Flagstaff | AZ | 08/2018 | 05/2019 |
| Sandia National Laboratories | Albuquerque | NM | 05/2019 | 07/2019 |
| Northern Arizona University | Flagstaff | AZ | 08/2019 | 04/2020 |
| Northern Arizona University | Flagstaff | AZ | 08/2016 | 05/2020 |
| Safeway | Scottsdale | AZ | 03/2020 | 03/2020 |
| Self Employed | Cave Creek | AZ | 05/2020 | 04/2025 |
| Jpmorgan Securities Llc | Tempe | AZ | 08/2021 | 04/2025 |
| Jpmorgan Chase Bank Na | Tempe | AZ | 08/2021 | 04/2025 |
| Safeway | Scottsdale | AZ | 12/2018 | 01/2019 |
| Silverhawk Private Wealth | Scottsdale | AZ | 04/2025 | 05/2025 |
| Silverhawk Private Wealth | Scottsdale | AZ | 05/2025 | Present |
| Cwm, Llc | Omaha | NE | 05/2025 | Present |
NAME OF BUSINESS: Delta Sigma Pi NATURE: Professional Business Fraternity START: 8/18/2023 POSITION: Regional Vice President APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: The Regional Vice Presidents shall have responsibility for the guidance and leadership of all collegiate and alumni chapters within their Regions; shall appoint District Directors as hereinafter provided; shall conduct educational conferences as directed by the Provincial Council; and shall promote the expansion and reactivation of chapters and award programs within their Regions. The Regional Vice Presidents shall be accountable to their respective Provincial Vice Presidents. A Regional Vice President shall perform such other duties as may be assigned by the Provincial Council or the Laws of the Fraternity. NAME OF BUSINESS: Silverhawk Insurance Solutions NATURE: Insurance START: 12/18/2025 APPX. HRS/MONTH: 160 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
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