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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-02 |
Branch Locations
One Bigelow Square, 20Th Floor, Pittsburgh, PA 15219 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Greensburg | PA | 02/2020 | 02/2024 |
| Unemployed | Greensburg | PA | 01/2016 | 12/2019 |
| Thrivent Financial | Appleton | WI | 01/2020 | 02/2020 |
| Thrivent Financial | Appleton | WI | 02/2020 | 07/2020 |
| Thrivent Financial | Appleton | WI | 07/2020 | 02/2024 |
| Cwm, Llc | Omaha | NE | 02/2024 | 07/2024 |
| Carson Wealth | Pittsburgh | PA | 02/2024 | 07/2024 |
| Advice & Planning Services, Llc | Youngwood | PA | 08/2024 | 03/2025 |
| Cwm, Llc | Omaha | NE | 06/2025 | Present |
| Carson Wealth | Pittsburgh | PA | 06/2025 | Present |
NAME OF BUSINESS: Bates Szakos Contracting, LLC NATURE: Home Remodeling & Renovation START: 8/3/2023 POSITION: APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Administrative FIXED INSURANCE NATURE: Insurance START: 09/2019 APPX. HRS/MONTH: 1 APPX HRS/MONTH DURING TRADING HOURS: <1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: P34 Management, LLC NATURE: Real Estate START: 1/2025 POSITION: N/A APPX. HRS/MONTH: 3 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Assist in deal evaluation and business set-up
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
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