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Alexandria Jo Ulrich

Cwm, LLC

Omaha, NE

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-09-09
  • NE RA
    APPROVED
    Since 2021-09-09

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carson Group Omaha NE 07/2018 05/2025
Easter Seals Iowa Des Moines IA 09/2011 06/2017
Amerihealth Caritas Iowa Des Moines IA 06/2017 09/2017
Merrill Lynch Omaha NE 09/2017 06/2018
Cetera Advisor Networks Llc El Segundo CA 07/2018 03/2021
Cetera Wealth Services, Llc El Segundo CA 03/2021 05/2026
Carson Group Brokerage, Llc Omaha NE 05/2026 Present
Carson Group Omaha NE 05/2026 Present
Carson Group Omaha NE 06/2025 04/2026
  • 07/2018 → 05/2025
    Carson Group
    Omaha, NE
  • 09/2011 → 06/2017
    Easter Seals Iowa
    Des Moines, IA
  • 06/2017 → 09/2017
    Amerihealth Caritas Iowa
    Des Moines, IA
  • 09/2017 → 06/2018
    Merrill Lynch
    Omaha, NE
  • 07/2018 → 03/2021
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2021 → 05/2026
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 05/2026 → Present
    Carson Group Brokerage, Llc
    Omaha, NE
  • 05/2026 → Present
    Carson Group
    Omaha, NE
  • 06/2025 → 04/2026
    Carson Group
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-03
  • S66 Uniform Combined State Law Examination
    2021-09-03
Other Names
  • Alexandria Ulrich
  • Lexy Ulrich

View on SEC IAPD

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