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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-18 |
| NE | RA | APPROVED | 2025-08-18 |
Branch Locations
1300 S Prairie Ave, Fairmont, MN 56031 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shadow Ridge Country Club | Omaha | NE | 06/2019 | 05/2021 |
| Champions Run Country Club | Omaha | NE | 06/2020 | Present |
| Carson Group | Omaha | NE | 05/2024 | 08/2024 |
| Sweet Financial Partners | Fairmont | MN | 06/2025 | Present |
| University Of Kansas | Lawrence | KS | 08/2021 | 05/2025 |
| Cwm, Llc | Omaha | NE | 08/2025 | Present |
| University Of Kansas | Lawrence | KS | 08/2021 | 05/2025 |
| Mount Michael Benedictine High School | Elkhorn | NE | 08/2017 | 05/2021 |
| Mary Our Queen | Omaha | NE | 08/2008 | 05/2017 |
NAME OF BUSINESS: Champions Run Country Club NATURE: Country Club START: 6/12/2025 POSITION: Bartender/Server APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Serve member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-31 |
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