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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flemings Steakhouse | Scottsdale | AZ | 02/2022 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Gilbert | AZ | 08/2023 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Gilbert | AZ | 09/2023 | 01/2024 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2024 | 01/2025 |
| Arizona State University | Tempe | AZ | 08/2019 | 03/2020 |
| Rock Canyon High School | Littleton | CO | 08/2015 | 05/2019 |
| Arizona State University | Castle Pines | CO | 03/2020 | 08/2020 |
| Arizona State University | Tempe | AZ | 08/2020 | 05/2023 |
| Cwm, Llc | Omaha | NE | 01/2025 | Present |
| Silverhawk Private Wealth | Scottsdale | AZ | 01/2025 | 04/2025 |
| Silverhawk Private Wealth | Scottsdale | AZ | 04/2025 | Present |
NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS (City/State): GILBERT, AZ POSITION: N/A START DATE: 08/2023 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-12 |
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