Troy John Shreve

Current Employers

Employment History

• 10/2014 → Present
  Sagepoint Financial
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2014-10-31 → 2023-09-01
  Osaic Services, Inc.
  Lincoln, NE
  Lincoln, NE
  Scottsdale, AZ
• 1998-10-09 → 2014-10-31
  New England Securities
  Lincoln, NE
  Overland Park, KS
  Lincoln, NE

Other Businesses

1. INDEPENDENT INSURANCE AGENT SELLING DISABILITY, LIFE, ACCIDENT, HEALTH, LTC FROM BUSINESS ADDRESS FOR 30 WKDY HRS/WK SINCE 1/2000. 2. GROUP EMPLOYEE BENEFITS SINCE JANUARY 1994 3. TROY J SHREVE- INSURANCE CONSULTING POSITION: consultant NATURE: Insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/02/2014 ADDRESS: 7130 S. 29th St, Lincoln NE 68516 DESCRIPTION: Insurance consulting for employee benefits 4. OCUVERA LLC POSITION: investor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2017 ADDRESS: 1430 South St, Lincoln NE 68502, United States DESCRIPTION: private investor 5. TROY J SHREVE- INSURANCE CONSULTING POSITION: consultant NATURE: Insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/02/2014 ADDRESS: 3341 Pioneers Blvd, suite 1, Lincoln NE 68506, United States DESCRIPTION: Insurance consulting for employee benefits 6. HYPHY USA POSITION: passive investor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 3500 South Dupont Highway, City of Dover DE 19901, United States DESCRIPTION: none 7. BENEFIT MANAGEMENT POSITION: President NATURE: sub s corporationInsurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 03/01/1994 ADDRESS: 3341 Pioneers Blvd., Suite 1, Lincoln NE 68506, United States DESCRIPTION: Employee benefits and insurance services, consulting to corporations. provide insurance services for employee benefits. 8. SHREVE ENTERPRISES POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3341 Pioneers Blvd, suite 1, Lincoln NE 68506, United States DESCRIPTION: This is a passive LLC which holds the Building we rent from for the business Benefit Management and Troy J Shreve financial services. It is owned 50/50 by my spouse and myself. 9. S & C CHARTERS, LLC POSITION: member NATURE: Limited liability company (LLC) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2022 ADDRESS: 7440 S 95th Ct, Lincoln NE 68526, United States DESCRIPTION: review schedules and operating procedures of charter operation for catamaran.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-18