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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-10 |
| IL | RA | APPROVED | 2018-05-23 |
Branch Locations
220 N Smith St, Ste 406, Palatine, IL 60067 • United States
570 Vale Park Road, Suite D, Valparaiso, IN 46385 • United States
31313 Northwestern Hwy, Ste. 122, Farmington Hills, MI 48334 • United States
14600 Branch St., Omaha, NE 68154 • United States
707 Skokie Blvd, Ste. 600, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
05/2018 - Carson Wealth Management (CWM, LLC) - INV REL - 220 N Smith Street. Suite 220, Palatine, IL 60067 - Registered Investment Advisor Hybrid - START 01/11/2016 - 155 HOURS PER MONTH, 100 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-05 |
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