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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
| MN | RA | APPROVED | 2026-01-08 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
Bloomington, MN • United States
7380 W. Sand Lake Road, Suite 500 Ne, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sfm Insurance | Bloomington | MN | 09/2019 | 02/2024 |
| Viking Automatic Sprinkler | Saint Paul | MN | 02/2012 | 09/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 04/2024 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | 10/2025 |
| Carson Wealth | Orlando | FL | 10/2025 | 01/2026 |
| Carson Wealth | Orlando | FL | 01/2026 | Present |
| Cwm, Llc | Omaha | NE | 01/2026 | Present |
1. 24 Golf, Not Investment-related, 1565 Cliff Rd , 2, Eagan, MN, USA, Coach and helper, Start Date: 12/27/2023, 6 hrs per week, 0 trading hrs per week, Indoor Golf, Duties: Assist golfers with technology housekeeping and coaching. 2. Level Eight LLC, Investment-related, 1555 Quarry Rd, 138, Eagan, MN, USA, 50% Owner, Start Date: 08/01/2020, 2 hrs per week, 0 trading hrs per week, Real Estate Rentals, Duties: Strategy and maintenance. 2. MEMBER ASSISTANT, INDOOR GOLF SUMULATOR, 1565 CLIFF RD, #2, EAGAN, , MINNESOTA, 55122, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 04/30/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER ASSISTANCE, VISITOR TOURS, TROUBLESHOOTING, CLEANING, ETC. non investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-27 |
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