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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Vancouver | WA | 03/1995 | 01/2017 |
| Cwm, Llc | Omaha | NE | 10/2015 | Present |
| Granite Wealth Strategies | Vancouver | WA | 10/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2017 | 06/2025 |
Name of other business: FIXED INSURANCE WITH VARIOUS COMPANIES Investment related: YES Address: SAME AS REGISTERED LOCATION Nature of business: FIXED INSURANCE Start Date: 11/2016 Apx number of hours per week: VARIES Apx number of hours during trading hours: VARIES Position/title/relationship: INSURANCE AGENT Brief description of duties: SELLS LIFE, ANNUITIES AND LONG TERM CARE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-20 |
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