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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-21 |
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 |
|---|---|---|---|---|
| John Hancock Investment Management Llc | Boston | MA | 05/2021 | 10/2022 |
| John Hancock | Tempe | AZ | 05/2021 | 10/2022 |
| John Hancock Signature Services | Tempe | AZ | 01/2017 | 05/2021 |
| Unemployed | Palmdale | CA | 05/2016 | 01/2017 |
| Edward Jones | Mesa | AZ | 10/2022 | 02/2024 |
| Silverhawk Private Wealth | Scottsdale | AZ | 02/2024 | 02/2025 |
| Cwm, Llc | Omaha | NE | 02/2024 | Present |
| Silverhawk Private Wealth | Scottsdale | AZ | 02/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 02/20/2024 APPX. HRSMONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 25 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-12 |
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