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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2006 | 02/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 02/2025 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Omaha | NE | 02/2025 | Present |
| Cwm, Llc Dba Carson Group Holdings | Omaha | NE | 02/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Jennifer Austin Fine Art, Llc | Lincoln | NE | 02/2025 | Present |
| The Burkholder Project | Lincoln | NE | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: DIRECTOR OF SUPERVISION APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE SUPERVISION TEAM WHO MONITORS ADVISOR'S ACTIVITIES WITH CLIENTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 2/2025 POSITION/TITLE/RELATIONSHIP: DIRECTOR OF SUPERVISION APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE SUPERVISION TEAM WHO MONITORS ADVISOR'S ACTIVITIES WITH CLIENTS; 3. NAME OF OTHER BUSINESS: JENNIFER AUSTIN FINE ART, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: CREATE AND SELL ART START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CREATE AND SELL ART; 4. NAME OF OTHER BUSINESS: THE BURKHOLDER PROJECT INVESTMENT RELATED: NO ADDRESS: 719 P ST LINCOLN NE 68516 NATURE OF BUSINESS: PROVIDE ORIGINAL ARTWORK TO SHOW AND SELL START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE ARTIST APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE ORIGINAL ARTWORK TO SHOW AND SELL;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-16 |
| S66 | Uniform Combined State Law Examination | 2008-07-14 |
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