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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-06 |
Branch Locations
220 N Smith Street, Ste. 406, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris N.A. | Palatine | IL | 10/2007 | 03/2017 |
| Bmo Harris Financial Advisors | Wheeling | IL | 09/2013 | 03/2017 |
| U.S. Bancorp Investments, Inc. | Morton Grove | IL | 03/2017 | 05/2021 |
| U.S. Bank | Morton Grove | IL | 03/2017 | 05/2021 |
| Charles Schwab & Co., Inc. | Schaumburg | IL | 06/2021 | 01/2025 |
| Charles Schwab Bank, Ssb | Schaumburg | IL | 06/2021 | 01/2025 |
| Cwm, Llc | Omaha | NE | 06/2026 | Present |
| Carson Wealth | Palatine | IL | 06/2026 | Present |
| Fifth Third Bank | Rosemont | IL | 01/2025 | 06/2026 |
NAME OF BUSINESS: Partners for Progress NATURE: Equine therapy START: 12/07/2024 POSITION: Volunteer APPX. HRS/MONTH: 6-8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Horse handler and side walker FIXED INSURANCE NATURE: Insurance START: 12/2024 APPX. HRS/MONTH: 6-8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-08 |
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