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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-19 |
Branch Locations
112 E. Pecan St. Suite 2800, San Antonio, TX 78205 • United States
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Antonio | TX | 12/2013 | 10/2021 |
| Private Wealth Asset Management | San Antonio | TX | 10/2021 | Present |
PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 08/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF ACCIDENT, HEALTH, LIFE AND HMO INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-14 |
| S66 | Uniform Combined State Law Examination | 2009-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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