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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
| CO | RA | APPROVED | 2026-07-01 |
| NH | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
3741 Douglas Blvd, Ste. 310, Roseville, CA 95661 • United States
Arvada, CO • United States
2999 Douglas Blvd Suite 180, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-24 |
Branch Locations
2999 Douglas Blvd Suite 180, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors Corporation | Lakewood | CO | 08/2021 | 03/2022 |
| Ruffalo Noel Levitz | Pullman | WA | 08/2018 | 08/2020 |
| Pinnacle Wealth Management | Roseville | CA | 05/2020 | 08/2020 |
| California Statewide Cdc | Davis | CA | 06/2021 | 08/2021 |
| School | Granite Bay | CA | 08/2011 | 06/2017 |
| Washington State University | Pullman | WA | 08/2017 | 05/2021 |
| Empower Retirement | Greenwood Village | CO | 03/2022 | 08/2023 |
| Empower Retirement | Greenwood Village | CO | 08/2023 | 02/2024 |
| Pinnacle Wealth Management, Llc | Roseville | CA | 03/2024 | Present |
| Carson Wealth | Omaha | NE | 07/2026 | Present |
| Carson Wealth | Roseville | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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