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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-08-26 |
Branch Locations
2674 Peoples St Suite 10, Johnson City, TN 37604 • 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 |
|---|---|---|---|---|
| Carson Wealth | Johnson City | TN | 01/2024 | 08/2024 |
| Marmo Financial Group | Johnson City | TN | 03/2023 | 01/2024 |
| Trinitas Wealth Management | Bristol | VA | 01/2023 | 03/2023 |
| Worthwhile Wealth Council | Johnson City | TN | 09/2021 | 01/2023 |
| Bristol Tn/Va Association Of Realtors | Bristol | TN | 10/2019 | 09/2021 |
| Homemaker | Bluff City | TN | 04/2012 | 10/2019 |
| Carson Wealth | Johnson City | TN | 08/2024 | Present |
| Cwm, Llc | Omaha | NE | 08/2024 | Present |
NAME OF BUSINESS: Make A Wish of East Tennessee NATURE: Create life-changing wishes for children with critical illnesses. START: 09/02/2025 POSITION: Board Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Helping to guide the chapter and to give back to the community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-22 |
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