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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| CA | RA | APPROVED | 2025-01-21 |
| AZ | RA | APPROVED | 2022-03-18 |
Branch Locations
11375 S Fortuna Road, Ste. F, Yuma, AZ 85367 • United States
182 E 16Th St Ste D, Yuma, AZ 85364 • United States
14600 Branch St., Omaha, NE 68154 • United States
1239 W Main Street, El Centro, CA 92243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 02/2022 | Present |
| Yuma Investment Group Wealth Management | Yuma | AZ | 10/2021 | 02/2022 |
| Yuma Investment Group Wealth Management | Yuma | AZ | 02/2022 | 01/2025 |
| Magdelena Ecke Ymca (Seawind Gym) | Carlsbad | CA | 12/2018 | 03/2020 |
| Flipz Allstars | El Centro | CA | 03/2020 | 10/2021 |
| Flipz Allstars | El Centro | CA | 01/2015 | 12/2018 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 01/2025 | 06/2025 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 06/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 5/15/2023 APPX. HRS/MONTH: 8 % APPX HRS/MONTH DURING TRADING HOURS: 40 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: NexGen NATURE: Networking with young professionals START: 7/16/2024 POSITION: Board Member APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Help facilitate networking between young professionals in the community
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
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