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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-10-16 |
Branch Locations
703 Broadway Ste 605, Vancouver, WA 98660 • 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 |
|---|---|---|---|---|
| Linsco Private Ledger | Vancouver | WA | 09/2006 | 01/2017 |
| Cwm, Llc | Omaha | NE | 10/2015 | Present |
| Granite Wealth Strategies | Vancouver | WA | 10/2014 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2017 | 06/2025 |
FIXED INSURANCE NATURE: Insurance START: 11/07/2005 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
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