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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
1616 S. Kentucky Street, Ste. D110, Amarillo, TX 79102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shane Hall Financial | Amarillo | TX | 06/2018 | 08/2018 |
| Business Financial Group | San Antonio | TX | 06/2017 | 08/2017 |
| Texas Tech University Student Housing | Lubbock | TX | 08/2015 | 05/2018 |
| Shane Hall Financial | Amarillo | TX | 08/2018 | 08/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 08/2018 | 08/2021 |
| Snappy Kraken | Ormond Beach | FL | 08/2021 | 03/2023 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2023 | 07/2024 |
| Shane Hall Financial | Amarillo | TX | 03/2023 | Present |
| Cwm, Llc | Omaha | NE | 07/2024 | Present |
1) Shane Hall Financial-1616 S. Kentucky Street, Suite D-110, Amarillo, TX 79102; Investment Related; Provide administrative support for Financial Services Company ; Non-Producing Licensed Sales Assistant; Start date 3/2023; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-12 |
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