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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
901B Tradewinds Blvd, Midland, TX 79706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Assetmanagement | Midland | TX | 04/2026 | Present |
| Unemployed | Midland | TX | 11/2025 | 04/2026 |
| University Of Texas Permianbasin | Odessa | TX | 01/2024 | 11/2025 |
| Unemployed | Midland | TX | 05/2024 | 12/2024 |
| Texas Tech University | Lubbock | TX | 05/2018 | 05/2024 |
| Unemployed | Lubbock | TX | 08/2017 | 08/2018 |
| Bdo Puerto Rico | San Juan | PR | 03/2017 | 08/2017 |
| Unemployed | Carolina | PR | 01/2017 | 03/2017 |
| Gaos Psc Accounting Firm | San Juan | PR | 10/2016 | 12/2016 |
| Unemployed | Carolina | PR | 07/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-23 |
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