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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-21 |
| TX | RA | APPROVED | 2023-11-21 |
| MS | RA | APPROVED | 2018-04-24 |
Branch Locations
6360 I-55 North, Suite 240, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cs Planning Corp | Jackson | MS | 03/2009 | 04/2018 |
| Cwm, Llc | Omaha | NE | 04/2018 | Present |
NAME OF BUSINESS: Extra Table NATURE: Provide food pantries and soup kitchens with food START: 1/1/2019 POSITION: Board Member APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Board Member NAME OF BUSINESS: Community Foundation of MS NATURE: Investment Committee START: 3/22/2019 POSITION: Committee Member APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Committee Member FIXED INSURANCE NATURE: Insurance START: 4/27/2021 HRS/WK: > 1 HRS/TRADING: 1 POSITION: Insurance Agent DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Magnolia State Charitable Gift Planners NATURE: Charitable gift planning group START: 03/26/2025 POSITION: President APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Chairman
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-07 |
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