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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-25 |
| PA | RA | APPROVED | 2024-01-24 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
One Bigelow Square, 20Th Floor, Pittsburgh, PA 15219 • United States
7418 Brighton Road, Pittsburgh, PA 15202 • United States
6633 Frank Avenue Nw, North Canton, OH 44720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affinity Advisory Network | Canton | OH | 04/2017 | 11/2017 |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Carson Wealth | Pittsburgh | PA | 01/2024 | Present |
| Corecap Investments, Llc | Southfield | MI | 10/2022 | 01/2024 |
| Corecap Advisors | Southfield | MI | 11/2021 | 01/2024 |
| Graves Law Firm | Canton | OH | 01/2013 | Present |
NAME OF BUSINESS: Graves Law Firm NATURE: Law Firm START: 01/01/2013 POSITION: Co-Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 DUTIES: occasional client appointments, intakes and document signings, presenting educational seminars, and attending professional organization events. FIXED INSURANCE NATURE: Insurance START: 04/01/2017 APPX. HRS/MONTH: 40 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 40 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Marshall Financial Management, LLC NATURE: Holding Company START: 06/01/2016 POSITION: Owner APPX. HRS/MONTH: <1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-14 |
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