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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-25 |
Branch Locations
440 Louisiana St. Ste. 650, Houston, TX 77002 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 08/2016 | 07/2022 |
| Cwm, Llc | Omaha | NE | 07/2022 | Present |
| Wealth Standard Financial | Houston | TX | 08/2016 | Present |
5/31/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 05/15/2017 - 15 Hours Per Month During Securities Trading. 10/24/2021 - Boundless Mind Institute - Not Investment Related - Online - Other-Life Coaching Business - President & Certified Life Coach - Start Date: 10/01/2021 - 15 Hours Per Month/0 Hours During Securities Trading. 11/15/2021 - CHIP (Changing How Individuals Prosper) - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Start Date: 11/11/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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