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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Wealth | Cedar Rapids | IA | 02/2024 | Present |
| Linn Area Credit Union | Cedar Rapids | IA | 01/1999 | 02/2022 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2022 | 03/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2024 | 05/2025 |
| Cwm, Llc | Omaha | NE | 02/2024 | Present |
NAME OF OTHER BUSINESS: GALT WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR PAYROLL AND BENEFITS POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP ASSOCIATE/EMPLOYEE START DATE: 02/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: NEW ACCOUNTS, PAPERWORK AND ADMINISTRATIVE DUTIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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