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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-01 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
5295 Commerce Drive, Ste. 160, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signal Wealth Advisors | Midvale | UT | 11/2018 | 01/2022 |
| Thom K Hall Financial Group | Midvale | UT | 09/2016 | 10/2018 |
| Carson Wealth | Cottonwood Heights | UT | 02/2022 | 03/2024 |
| Cwm, Llc | Omaha | NE | 03/2024 | Present |
| Carson Wealth | Cottonwood Heights | UT | 03/2024 | Present |
FIXED INSURANCE NATURE: Insurance START: 9/5/2016 APPX. HRS/MONTH: <1 APPX HRS/MONTH DURING TRADING HOURS: <1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-02 |
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