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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-30 |
Branch Locations
50 E Rivercenter Blvd, Ste 1225, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ffr Wealth Team | Covington | KY | 01/2023 | 12/2024 |
| Orangetheory Fitness | Newport | KY | 08/2021 | 11/2023 |
| Car-Part.cOm | Ft. Wright | KY | 06/2022 | 01/2023 |
| Bj's Restaurant & Brewhouse | Florence | KY | 04/2022 | 06/2022 |
| Storypoint Senior Living | Louisville | KY | 03/2020 | 08/2021 |
| Northern Kentucky University | Highland Heights | KY | 08/2021 | 12/2024 |
| Christian Academy Of Louisville | Louisville | KY | 08/2017 | 08/2021 |
| Christian Academy Of Louisville | Louisville | KY | 08/2014 | 08/2017 |
| Ffr Wealth Team | Covington | KY | 01/2025 | 05/2026 |
| Ffr Wealth Team | Covington | KY | 06/2026 | Present |
| Cwm, Llc | Omaha | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
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