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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-11-13 |
| MT | RA | APPROVED | 2024-09-24 |
| NE | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Billings | MT | 04/2019 | 10/2022 |
| Afterburner, Inc | Atlanta | GA | 06/2015 | 06/2018 |
| Skywest Airlines | Salt Lake City | UT | 10/2018 | 02/2019 |
| D.A. Davidson & Co. | Billings | MT | 10/2022 | 10/2023 |
| True North Financial | Billings | MT | 10/2023 | 12/2024 |
| Fox Three, Llc | Billings | MT | 12/2013 | Present |
| Cwm, Llc | Omaha | NE | 09/2024 | Present |
| Carson Wealth - True North Financial | Billings | MT | 09/2024 | 01/2026 |
| Carson Wealth | Billings | MT | 01/2026 | Present |
NAME OF BUSINESS: Fellowship of Christian Athletes NATURE: Non-Profit START: 06/01/2024 POSITION: Board Member APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Planning, executing events, fundraising NAME OF BUSINESS: Fox Three, LLC NATURE: Keynote Speaker START: 12/16/2013 POSITION: Speaker APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Speaking about military experience and how the tools we used as fighter pilots can help individuals, teams, and organizations perform at a higher level NAME OF BUSINESS: MT Air National Guard NATURE: National Guard START: 06/01/2014 POSITION: Director of Strategic Planning APPX. HRS/MONTH: 24 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Strategic Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-15 |
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