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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-10 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
4665 Cornell Rd, Ste. 160, Cincinnati, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wealth Planning, Llc | Cincinnati | OH | 07/2023 | 03/2026 |
| Thor Wealth Management | Sherwood | OH | 01/2023 | 04/2023 |
| Monti Inc. | Cincinnati | OH | 05/2022 | 12/2022 |
| J. Alexanders Restaurants | Cincinnati | OH | 09/2019 | 12/2021 |
| Mom's Deli And Grille | North Royalton | OH | 06/2015 | 05/2018 |
| Full-Time Student | Cincinnati | OH | 06/2018 | 08/2019 |
| Full-Time Student | Cincinnati | OH | 01/2022 | 04/2022 |
| Cwm, Llc | Omaha | NE | 11/2025 | Present |
| Carson Wealth | Cincinnati | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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