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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
| AZ | RA | APPROVED | 2019-11-13 |
| TX | RA | APPROVED | 2019-11-11 |
Branch Locations
11375 S Fortuna Road, Ste. F, Yuma, AZ 85367 • United States
182 E 16Th St. Suite D, Yuma, AZ 85364 • United States
14600 Branch St., Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yuma Investment Group | Yuma | AZ | 11/2017 | 03/2018 |
| Johnson Mortuary | Yuma | AZ | 08/2014 | 10/2017 |
| Lpl Financial, Llc | Yuma | AZ | 11/2017 | 11/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 07/2018 | 11/2019 |
| Cwm, Llc | Omaha | NE | 11/2019 | Present |
| Yuma Investment Group Management | Yuma | AZ | 11/2019 | 01/2025 |
| Yuma & Imperial Valley Wealth Management | Yuma | AZ | 01/2025 | Present |
NAME OF BUSINESS: Knights of Columbus NATURE: Catholic Fraternal Organization START: 08/1997 POSITION: Trustee APPX. HRS/MONTH: 6 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 25 DUTIES: Leadership NAME OF BUSINESS: Gila Ridge High School NATURE: High School START: 02/2026 POSITION: Baseball Coach APPX. HRS/MONTH: 40 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Hitting coach FIXED INSURANCE NATURE: Insurance START: 12/2019 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-23 |
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