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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-03-23 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
2674 Peoples Street Suite 10, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| King University | Bristol | TN | 08/2012 | 05/2017 |
| Gaam Wealth Advisors | Kingsport | TN | 09/2018 | 02/2019 |
| Cwm, Llc | Kingsport | TN | 03/2021 | Present |
| Gaam Wealth Advisors | Kingsport | TN | 06/2017 | 07/2017 |
| Carson Wealth | Johnson City | TN | 04/2021 | Present |
| Carson Wealh | Johnson City | TN | 02/2019 | 04/2021 |
| Cetera Advisor Networks, Llc | El Segundo | CA | 10/2017 | 10/2018 |
FIXED INSURANCE NATURE: Insurance START: 10/3/2022 APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: East Tennessee Make-A-Wish Foundation NATURE: Non-Profit START: 10/2/2023 APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: Board Member DUTIES: Attend board meetings, granted wishes with children and their families, assist in community engagement and fundraising for the organization. NAME OF BUSINESS: Young Professionals of Johnson City Council NATURE: Serve local community START: 01/01/2024 APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: Council Member DUTIES: Help to create and organize community events. NAME OF BUSINESS: King University NATURE: Secondary education START: 08/27/2021 POSITION: Speaker APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Speaker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-19 |
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