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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-05-24 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Group Investing | Omaha | NE | 12/2015 | 06/2019 |
| Wells Fargo Bank, Na | Omaha | NE | 06/2019 | 03/2023 |
| Wells Fargo Advisors, Llc | Omaha | NE | 02/2021 | 03/2023 |
| Private Wealth Asset Management | Omaha | NE | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-30 |
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