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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-04-13 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
19833 Leitersburg Pike, Suite 1, Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowers Advisory Group Dba Plan2Retire | Hagerstown | MD | 12/2021 | 04/2022 |
| Bowers Insurance | Hagerstown | MD | 03/2020 | 04/2022 |
| Mvb Bank | Martinsburg | WV | 08/2019 | 03/2020 |
| Full Time Student | Hagerstown | MD | 11/2011 | 05/2020 |
| Cwm, Llc | Omaha | NE | 04/2022 | Present |
| Carson Wealth | Hagerstown | MD | 04/2022 | 12/2023 |
| Carson Wealth | Hagerstown | MD | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-12 |
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