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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-05-13 |
| ID | RA | APPROVED | 2026-01-09 |
| NE | RA | APPROVED | 2025-08-05 |
Branch Locations
20507 Nicholas Circle, Ste. 108, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peru State College | Peru | NE | 08/2016 | 05/2017 |
| Washington County Bank | Blair | NE | 05/2017 | 08/2017 |
| Peru State College | Peru | NE | 08/2017 | 05/2018 |
| Sid Dillon Blair | Blair | NE | 05/2018 | 08/2018 |
| Peru State College | Peru | NE | 08/2018 | 05/2019 |
| Sandhills Global | Lincoln | NE | 05/2019 | 08/2019 |
| Peru State College | Peru | NE | 08/2019 | 12/2019 |
| Thrivent Investment Management Inc | Elkhorn | NE | 12/2019 | 09/2020 |
| Thrivent Financial | Appleton | WI | 12/2019 | 05/2020 |
| Thrivent Advisor Network, Llc | Fremont | NE | 09/2020 | 07/2022 |
| Cetera Advisor Networks | El Segundo | CA | 07/2022 | 05/2025 |
| Cwm, Llc Dba Carson Group Holding | Omaha | NE | 07/2022 | 05/2025 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Omaha | NE | 07/2022 | 05/2025 |
| Valmark Securities, Inc. | Akron | OH | 05/2025 | Present |
| Valmark Advisers | Akron | OH | 08/2025 | Present |
1. Douglas Demers; 1120 Fairview Drive, Blair, NE, 68008; Rental Property; Minority Owners; NOT Investment Related; Start Date 06/20/2011; Approximately 1-5 hrs. per month; At the end of the year, my dad calculates his return on the house, and pays me the percentage of that based on the investment I have with him.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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