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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-13 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
81 Crown Mountain Place A-500, Dahlonega, GA 30533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dahlonega | GA | 10/2003 | 02/2025 |
| Ifg Advisory, Llc | Atlanta | GA | 10/2014 | 08/2019 |
| Wcg Wealth Advisors, Llc | Dahlonega | GA | 08/2019 | 02/2025 |
| Family Wealth Management Group | Dahlonega | GA | 08/2019 | Present |
| Cwm, Llc | Omaha | NE | 02/2025 | Present |
5/14/2012: REAL ESTATE RENTAL - LAHUNT, LLC - OWN 50% OF A 2 PERSON LLC, NAMED LAHUNT LLC - IT OWNS 1 UNIT OF A 5 UNIT CONDO BLDG. - TIME SPENT 1% - DAHLONEGA, GA. 03/30/2016 * LTCI * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/22/2016 * AGENT * 6 HRS/MO; 1 HRS/MO DURING SECS TRDG HRS. No Business Name - Not Investment Related - Location: virtual and on-site events - Other - speaker - Start Date - 09/01/2021 - 8 Hours Per Month/ 4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-10 |
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