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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | La Vista | NE | 09/2005 | 11/2021 |
| Securities America Advisors, Inc. | La Vista | NE | 04/2011 | 11/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2021 | 04/2024 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 12/2021 | 04/2024 |
| Unemployed | Omaha | NE | 05/2024 | 07/2024 |
| Independent Contractor | Omaha | NE | 07/2024 | Present |
| Cwm, Llc Dba Carson Group Holdings | Omaha | NE | 05/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: AD REVIEW ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING ADMINISTRATIVE ROLE WORKING IN THE COMPLIANCE DEPT SUPPORTING ADVISORS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: AD REVIEW ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WORKING IN THE COMPLIANCE DEPARTMENT SUPPORTING ADVISORS; 3. NAME OF OTHER BUSINESS: INDEPENDENT CONTRACTOR INVESTMENT RELATED: NO ADDRESS: OMAHA, NE NATURE OF BUSINESS: DELIVERY SERVICE START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR / DELIVERY DRIVER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DELIVERY DRIVER FOR APP COMPANIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
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