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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-01-08 |
Branch Locations
3154 41 Street S, Ste. 4, Fargo, ND 58104 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casselton Parks & Recreation | Casselton | ND | 05/2014 | 09/2022 |
| Greenops Outdoor Services | Fargo | ND | 05/2020 | 04/2023 |
| Premier Wealth Management Group | Fargo | ND | 12/2022 | Present |
| Central Cass Public School | Casselton | ND | 08/2005 | 06/2019 |
| Mayville State University | Mayville | ND | 08/2020 | 05/2021 |
| North Dakota State University | Fargo | ND | 05/2021 | 06/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2023 | 08/2023 |
1. NAME OF OTHER BUSINESS: CENTRAL CASS PUBLIC SCHOOL INVESTMENT RELATED: NO ADDRESS: 802 5TH ST N, CASSELTON, NORTH DAKOTA, 58012 NATURE OF BUSINESS: WRESTLING COACH FOR THE HIGH SCHOOL TEAM POSITION/TITLE/RELATIONSHIP: WRESTLING COACH START DATE: 11/2022 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACH THE HIGH SCHOOL BOYS AND GIRLS WRESTLING TEAM; 2. NAME OF OTHER BUSINESS: PREMIER WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER START DATE: 12/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: SUPPORT REPS AND CLIENT OPERATIONALLY WHEN NEEDED; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD# 155344; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 1/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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