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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-06-30 |
| NE | RA | APPROVED | 2021-01-19 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwm, Llc | Omaha | NE | 02/2019 | 01/2021 |
| Augustana University | Sioux Falls | SD | 06/2014 | 05/2018 |
| Texas Rangers | Surprise | AZ | 06/2018 | 07/2018 |
| Cwm, Llc Dba Carson Wealth | Omaha | NE | 06/2017 | 08/2017 |
| Cwm, Llc Dba Carson Wealth | Omaha | NE | 08/2018 | 02/2019 |
| Iams Wealth Management | Omaha | NE | 01/2021 | Present |
| Goodlife Wealth Management | Omaha | NE | 01/2022 | Present |
Goodlife Wealth Management; Omaha, NE; President/Owner; life insurance, health insurance, annuities; 10 hours per month; 4 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-27 |
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