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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-10 |
| IN | RA | APPROVED | 2023-03-08 |
| IL | RA | APPROVED | 2019-06-28 |
Branch Locations
220 N Smith St Ste 406, Palatine, IL 60067 • United States
707 Skokie Blvd, Ste. 600, Northbrook, IL 60062 • United States
570 Vale Park Road, Suite D, Valparaiso, IN 46385 • United States
31313 Northwestern Hwy, Ste. 122, Farmington Hills, MI 48334 • 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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Lake Zurich | IL | 11/2015 | 06/2019 |
| Cetera Advisor Networks | El Segundo | CA | 06/2019 | 06/2024 |
| Cwm, Llc | Palatine | IL | 06/2019 | Present |
| Carson Wealth | Palatine | IL | 07/2022 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2019 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-21 |
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