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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
1629 Rivery Blvd, Ste. 102, Georgetown, TX 78628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Forge Training Facility | Abilene | TX | 10/2017 | 05/2018 |
| Abilene Christian University | Abilene | TX | 08/2013 | 12/2017 |
| D1 Sports Abilene | Abilene | TX | 06/2017 | 09/2017 |
| Academy Sports & Outdoors | Abilene | TX | 05/2017 | 08/2017 |
| Abilene Cooper High School | Abilene | TX | 08/2016 | 12/2016 |
| Axa Advisors, Llc | Austin | TX | 05/2018 | 04/2020 |
| Guardian Life Insurance Company | Houston | TX | 05/2020 | 03/2021 |
| Park Avenue Securities | Houston | TX | 06/2020 | 03/2021 |
| Guardian Life Insurance Company | Austin | TX | 03/2021 | 12/2021 |
| Park Avenue Securities | Austin | TX | 03/2021 | 12/2021 |
| Abilene Christian University | Abilene | TX | 07/2016 | 05/2017 |
| Charles Schwab & Co., Inc. | Austin | TX | 01/2022 | 12/2023 |
| Charles Schwab Bank, Ssb | Austin | TX | 01/2022 | 12/2023 |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Wise Counsel | Georgetown | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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