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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-05 |
| CO | RA | APPROVED | 2024-04-10 |
| NE | RA | APPROVED | 2023-04-25 |
Branch Locations
7705 Ralston Rd, Arvada, CO 80002 • United States
14600 Branch St., Omaha, NE 68154 • United States
Elkhorn, NE • United States
Spartanburg, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carters, Inc. | Estero | FL | 11/2017 | 06/2018 |
| Ascena Retail Group | Estero | FL | 06/2018 | 08/2019 |
| Capri Holdings Limited | Estero | FL | 08/2019 | 11/2019 |
| Target Corporation | Ft. Myers | FL | 11/2019 | 04/2022 |
| Cwm, Llc | Omaha | NE | 06/2022 | Present |
| Unemployed | Omaha | NE | 04/2022 | 06/2022 |
| Full-Time Education | Ft. Myers | FL | 04/2013 | 12/2021 |
| Carson Group | Omaha | NE | 04/2023 | 04/2024 |
| Valorem Financial | Arvada | CO | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-11 |
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