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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
3560 W Market Street, Ste. 340, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Akron | OH | 06/2009 | 11/2017 |
| Ifs Securities Inc. | Akron | OH | 11/2017 | 10/2019 |
| Wells Trecaso Financial Group, Llc | Akron | OH | 12/2017 | 12/2025 |
| Ifs Advisory, Llc | Akron | OH | 11/2017 | 12/2017 |
| Cabot Lodge Securities Llc | Akron | OH | 09/2019 | 09/2025 |
| Cwm, Llc | Omaha | NE | 09/2025 | Present |
| Wells Trecaso Financial Group - Carson Wealth | Akron | OH | 09/2025 | Present |
FIXED INSURANCE NATURE: Insurance START: 05/24/1999 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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