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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-14 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
5295 Commerce Drive, Suite 160, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Family Insurance | Kennewick | ID | 08/2020 | 08/2021 |
| Dick Brown And Associates | Kennewick | WA | 01/2020 | 06/2020 |
| Dick Brown & Associates | Rexburg | ID | 10/2021 | 10/2022 |
| Brigham Young University | Rexburg | ID | 08/2023 | Present |
| Carson Wealth | Murray | ID | 03/2025 | 10/2025 |
| The Church Of Jesus Christ Of Latter-Days Saints | South Carolina | SC | 08/2016 | 08/2018 |
| Perry Construction | Kennewick | WA | 08/2018 | 01/2020 |
| Ullrich Insurance | Rexburg | ID | 10/2022 | 08/2023 |
| Cwm, Llc | Omaha | NE | 10/2025 | Present |
| Carson Wealth | Murray | ID | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
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