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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2018-03-22 |
Branch Locations
612 E Tan Tara Cir #100, Sioux Falls, SD 57108 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingdom Capital Fund | Sioux Falls | SD | 02/2016 | 10/2017 |
| Lpl Financial | Sioux Falls | SD | 12/2017 | 03/2018 |
| Cwm, Llc | Omaha | NE | 03/2018 | Present |
| Cetera Advisor Networks | El Segundo | CA | 03/2018 | 10/2024 |
| Pinnacle Wealth | Sioux Falls | SD | 03/2018 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2/2018 APX # OF HRS PER WEEK: 4 APX # OF HRS DURING TRADING HRS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE NAME OF OTHER BUSINESS: ADVOCARE INVESTMENT RELATED: NO ADDRESS: 209 E TABOR CT., BRANDON, SD 57005 NATURE OF BUSINESS: SELL HEALTH PRODUCTS START DATE: 1/2012 APX # OF HRS PER WEEK: 0(WIFE, STACIE, DOES ALL THE WORK ON THIS) APX # OF HRS DURING TRADING HRS: MINIMAL BRIEF DESCRIPTION OF DUTIES: INDEPENDENT ADVISORS/DISTRIBUTORS. STACIE DOES NOT ACTIVELY MARKET THE PRODUCTS, FRIENDS AND FAMILY KNOW WE WELL AND WILL APPROACH US IF INTERESTED NAME OF OTHER BUSINESS: BRANDON VALLEY ASSEMBLY OF GOD CHURCH; INVESTMENT RELATED: NO; ADDRESS: 201 S SIOUX BLVD, BRANDON, SD 57005; NATURE OF BUSINESS: CHURCH; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS; APX # OF HRS PER WEEK: LESS THAN 1; APX # OF HRS DURING TRADING HRS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEET ONCE A MONTH TO DISCUSS CHURCH ACTIVITIES, ATTENDANCE, BUDGET AND ANY PRESSING ISSUES; NAME OF OTHER BUSINESS: SOUTH DAKOTA FELLOWSHIP OF CHRISTIAN ATHLETES, SOUTH DAKOTA FCA; INVESTMENT RELATED: NO; ADDRESS: 1601 E 69TH ST SUITE 301 SIOUX FALLS, SD 57108; NATURE OF BUSINESS: NON PROFIT; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: SPREAD WORD IN THE COMMUNITY, PRAY AND OFFER ADVICE TO STAFF, PROVIDE ACCOUNTABILITY TO BUDGET;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-19 |
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