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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-10-17 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
12001 E 13Th Street North, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| None | Wichita | KS | 09/2013 | 09/2024 |
| Cwm, Llc | Omaha | NE | 10/2024 | Present |
| Driven Wealth Strategies | Wichita | KS | 09/2024 | 10/2024 |
| Driven Wealth Strategies | Wichita | KS | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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