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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-31 |
| AZ | RA | APPROVED | 2018-07-12 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
22601 N 19Th Ave, Suite 118, Phoenix, AZ 85027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Phoenix | AZ | 08/2002 | 07/2018 |
| Meikle Financial Group | Phoenix | AZ | 05/2026 | Present |
| Meikle Financial Group | Phoenix | AZ | 07/2018 | 05/2026 |
| Cwm, Llc | Omaha | NE | 07/2018 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2018 | 05/2026 |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE 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 INSURANCE NAME OF OTHER BUSINESS: MEIKLE FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME TAX PREPARATION START DATE: 1986 POSITION/TITLE/RELATIONSHIP: TAX PREPARER APX NUMBER OF HOURS PER WEEK: 30 HOURS DURING TAX SEASON ONLY APX NUMBER OF HOURS DURING TRADING HOURS: 30 HOURS DURING TAX SEASON ONLY BRIEF DESCRIPTION OF DUTIES: TAX PREPARER NAME OF OTHER BUSINESS: FUEGO ; INVESTMENT RELATED: NO ; ADDRESS: PO BOX 12467 GLENDALE, AZ 85318 ; NATURE OF BUSINESS: FUNDRAISING ; START DATE: 04/2020 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: WORKING TO ENCOURAGE INDIVIDUALS & BUSINESSES TO DONATE MONEY/TIME/ RESOURCES TO HELP THE FOUNDATION ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-20 |
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