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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-15 |
Branch Locations
1909 26Th Street Ste 1B, Boulder, CO 80302 • 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 |
|---|---|---|---|---|
| Trek Bicycle Corps. | Encinitas | CA | 01/2016 | 10/2021 |
| Lpl Financial Llc | Louisville | CO | 07/2021 | 07/2025 |
| Beach Hut Deli/ Ryan Bro's Cofee | San Diego | CA | 08/2016 | 12/2016 |
| Varra Financial Associates | Louisville | CO | 10/2021 | 07/2025 |
| Varra Wealth Management Llc | Louisville | CO | 10/2021 | 07/2025 |
| Cwm, Llc | Omaha | NE | 07/2025 | Present |
| Bloom Wealth Advisors | Boulder | CO | 07/2025 | 07/2026 |
| Bloom Wealth Advisors | Boulder | CO | 07/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 9/12/2025 APPX. HRS/MONTH: 30 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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