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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
4609 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Corrections Credit Union | Baton Rouge | LA | 06/2011 | 04/2024 |
| Olivier Group | Baton Rouge | LA | 04/2024 | Present |
| Cwm, Llc | Omaha | NE | 02/2026 | Present |
Dale Carnegie DBA The Winner Institute Non-Investment Related 10988 N. Harrell's Ferry Rd, Suite 3 Baton Rouge, LA 70816 Coaching and Personal Development Instructor Began Employment: September 2023 15 hours / month No hours are devoted during securities trading hours I facilitate the Dale Carnegie Course one night per week. It is a How to Win Friends and Influence People course.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
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