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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-28 |
Branch Locations
18 E. Market St., Bethlehem, PA 18018 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual/United Of Omaha | Camillus | NY | 02/1988 | 02/2018 |
| Mutual Of Omaha Investor Services, Inc. | Allentown | PA | 02/1988 | 02/2018 |
| Unemployed | Bethlehem | PA | 02/2018 | 08/2018 |
| Futurity First Insurance Group | Bethlehem | PA | 08/2018 | Present |
| Priority Payments Tech Partners | Bethlehem | PA | 10/2018 | Present |
| Sequent Planning, Llc | Bethlehem | PA | 01/2019 | Present |
1) INSURANCE AGENT. INVESTMENT-RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 60% OF TIME SPENT ON THIS ACTIVITY. 2) PRIORITY PAYMENTS TECH PARTNERS - INDEPENDENT SALES REPRESENTATIVE. 10/2018 TO PRESENT. NON-INVESTMENT RELATED. 908 CLEARVIEW LANE, BETHLEHEM, PA 18017. SALE OF CREDIT CARD PROCESSING SERVICES. 1% OF TIME SPENT ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-15 |
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