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Reno, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-02-18 |
| NV | RA | APPROVED | 2017-09-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services Llc | Minneapolis | MN | 05/2015 | 06/2017 |
| Perpetual Capital Advisors, Llc | Reno | NV | 02/2017 | 10/2022 |
| Perpetual Insurance Advisors Series, Nv Series Llc | Reno | NV | 02/2017 | 10/2021 |
| Perpetual Capital Advisors, Llc | Reno | NV | 02/2017 | 10/2022 |
| Perpetual Capital Advisors, Llc | Reno | NV | 08/2017 | 10/2022 |
| Art Of Wealth Management | Reno | NV | 10/2022 | Present |
| Cwm, Llc | Omaha | NE | 10/2022 | Present |
1. NAME OF OTHER BUSINESS: Entrepreneur Nevada NATURE OF BUSINESS: Charitable START: 01/2019 POSITION: Treasurer APPX. HRS/MONTH: 0 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Treasurer 2. NAME OF OTHER BUSINESS: Northern Nevada Human Resources Administration NATURE OF BUSINESS: Charitable START: 01/01/2022 POSITION: Secretary/Historian APPX. HRS/MONTH: .25 % APPX HRS/MONTH DURING TRADING HOURS: .25 DUTIES: Secretary/Historian 3. DA Holdings, LLC; Manager; Investment Related: Yes; 3732 Lakeside Dr Suite 201 Reno NV 89503 US; DA Holdings, LLC is a holding company for Real Estate. 3732 Lakeside Dr., Suite 201 is an office condo purchased by DA Holdings with the intent to lease to future tenants; Collect rents and manage tenants; 2023-02-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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