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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-08-05 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
4 North Park Drive, Ste 402, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacob William Advisory | Cockeysville | MD | 07/2024 | Present |
| Upd Consulting | Baltimore | MD | 03/2023 | 07/2024 |
| Brown Advisory | Baltimore | MD | 04/2013 | 01/2023 |
| Cwm, Llc | Omaha | NE | 07/2024 | Present |
NAME OF BUSINESS: N/A NATURE: Attorney START: 6/11/2007 POSITION: Attorney APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Not practicing at this time NAME OF BUSINESS: Forest Hill Swim and Tennis Club NATURE: Swim & Tennis Club START: 9/1/2024 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: attend monthly meetings of the board to provide guidance and share insight on the club's operations. NAME OF BUSINESS: University of Maryland Francis King Carey School of Law NATURE: College START: 7/1/2025 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: attend regular, monthly meetings of the board to provide guidance and share insight on the Alumni Association's operations. NAME OF BUSINESS: N/A NATURE: Independent Contractor START: 1/3/2000 POSITION: Independent Contractor APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Photos and video are used to capture and provide my image for digital and print media brand marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-24 |
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