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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-11 |
| AZ | RA | APPROVED | 2025-05-07 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
182 E 16Th St, Ste D, Yuma, AZ 85364 • United States
1239 W Main Street, El Centro, CA 92243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Yuma | AZ | 02/2023 | 02/2025 |
| Logmet | Yuma | AZ | 09/2018 | 02/2023 |
| Red River Science & Technology | Yuma | AZ | 06/2018 | 09/2018 |
| Mcr Hotels | Yuma | AZ | 07/2017 | 06/2018 |
| Better Business Bureau Of Arizona | Yuma | AZ | 06/2016 | 07/2017 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 04/2025 | Present |
| Cwm, Llc | Omaha | NE | 04/2025 | Present |
NAME OF BUSINESS: Church for the City NATURE: Church START: 10/1/2019 POSITION: Men's Group Leader, Prayer Team Leader APPX. HRS/MONTH: 25 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Facilitate a men's discussion group weekly, lead the prayer team for the church NAME OF BUSINESS: The Sales PRO Method, LLC NATURE: Sales Training, Coaching, and Consulting. NOT Investment or finance related START: 12/16/2022 POSITION: Member/Coach APPX. HRS/MONTH: 35 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Develop and implement training, coaching, and consultation plans for the general sales population as well as for individual business or coaching clients. NAME OF BUSINESS: Yuma Youth Soccer Association NATURE: Youth Soccer START: 01/01/2019 POSITION: Coach APPX. HRS/MONTH: 28 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Coach youth soccer during the local rec league winter season. Jan-Mar only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
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