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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Mechanicsburg | PA | 11/2021 | 12/2022 |
| Penn Sports Bar | Hershey | PA | 09/2021 | 10/2023 |
| Gilligans Bar And Grill | Mechanicsburg | PA | 04/2021 | 10/2021 |
| Brewhouse Bar Grille | Camp Hill | PA | 09/2014 | 12/2020 |
| J.P. Morgan Securities Llc | Harrisburg | PA | 01/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Harrisburg | PA | 01/2023 | 06/2024 |
| The Pizza Grille | Camp Hill | PA | 08/2019 | 01/2020 |
| Unemployed | Mechanicsburg | PA | 01/2021 | 03/2021 |
| Snappers Restaurant | Mechanicsburg | PA | 10/2023 | 03/2024 |
| Brewhouse Grille | Camp Hill | PA | 03/2024 | Present |
| Wells Fargo Clearing Services, Llc | Carlisle | PA | 06/2024 | 02/2026 |
| Wells Fargo Bank, Na | Carlisle | PA | 06/2024 | 02/2026 |
| Diamond Wealth Advisors | Carlisle | PA | 02/2026 | Present |
| Cwm, Llc | Omaha | NE | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-21 |
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