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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2019-02-19 |
Branch Locations
1115 Waters Edge Drive Suite 102, Granbury, TX 76048 • United States
1300 Pecan Hill Drive, Stephenville, TX 76401 • 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 | Stephenville | TX | 07/2014 | 02/2019 |
| Cwm, Llc | Omaha | NE | 02/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2019 | 10/2025 |
| Boucher, Morgan & Young, Cpa | Stephenson | TX | 01/2009 | Present |
| Bmy Financial Securities, Inc Dba Bmy Wealth Management Group | Stephenville | TX | 01/2008 | Present |
| Erath County Child Welfare Board | Stephenville | TX | 05/2011 | 04/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2025 |
FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, FIXED INSURANCE, START DATE: 11/2018, APX NUMBER OF HOURS PER WEEK: 4, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES, BOUCHER, MORGAN & YOUNG, CPA; INVESTMENT RELATED: NO, TAX PREPARATION, SINCE: 1/2009, APX NUMBER OF HOURS PER WEEK: 1.2, TAX PREP AND PLANNING; RENTAL, INVESTMENT RELATED: NO, RESIDENTIAL REAL ESTATE, SINCE: 5/2015, OWNER, APX NUMBER OF HOURS PER WEEK: 1, DESCRIPTION OF DUTIES: RENT TO OWNERS, STEPHENVILLE ECONOMIC DEVELOPMENT FOUNDATION INC, INVESTMENT RELATED: NO, ECONOMIC DEVELOPMENT, SINCE: 5/2015, BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1 HOUR PER MONTH, DESCRIPTION OF DUTIES: MEET MONTHLY TO DISCUSS ECONOMIC OPPORTUNITIES WE CAN PROMOTE FOR THE COMMUNITY, COMPASSION COUNSELING CENTER, INC, INVESTMENT RELATED: NO, PROVIDE AFFORDABLE COUNSELING SERVICES TO PEOPLE IN NEED, SINCE: 5/2016, BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1 HOUR PER QUARTER B DESCRIPTION OF DUTIES: MEET QUARTERLY TO DISCUSS WAYS TO HELP PROVIDE MORE SERVICES TO THE COMMUNITY, NAME OF OTHER BUSINESS: TARLETON STATE UNIVERSITY FOUNDATION, INC; INVESTMENT RELATED: NO; NATURE OF BUSINESS: BOARD; START DATE: 4/2023; TITLE: BOARD MEMBER; APX # OF HRS/WK & DUR TRD HRS: 0.5; DUTIES: HELP PROMOTE GROWTH OF THE FOUNDATION FOR THE BENEFIT OF UNIVERSITY STUDENTS; NAME OF OTHER BUSINESS: STEPHENVILLE ECONOMIC DEVELOPMENT AUTHORITY; INVESTMENT RELATED: NO; NATURE OF BUSINESS: CIVIC ORGANIZATION; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEWING PROPOSED ECONOMIC INCENTIVES FOR BUSINESS DEVELOPMENT IN THE CITY OF STEPHENVILLE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-30 |
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