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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-04 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
12640 Crabapple Rd, Ste 200, Milton, GA 30004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services Inc. | Holbrook | NY | 01/2016 | 10/2024 |
| Carson Wealth | Milton | GA | 10/2024 | Present |
| Cwm, Llc | Omaha | NE | 10/2024 | Present |
| Live Oak Wealth Management, Llc | Roswell | GA | 05/2010 | 10/2024 |
1.INSURANCE,NON INVESTMENT-RELATED,10892 Crabapple Road Suite 100 ROSWELL, GA 30075,SOLE-PROPIETOR,START DATE :01-MAR-2011,HOURS :10, SECURITY HOURS: 10,PROVIDE INSURANCE SERVICES AND PRODUCTS TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-19 |
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