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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-12-23 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Brentwood | TN | 06/2000 | 12/2024 |
| Pfs Investments Inc | Brentwood | TN | 08/2000 | 12/2024 |
| Mutual Advisors, Llc. | Omaha | NE | 12/2024 | Present |
1. Independent Insurance Agent, Start Date: 12/23/2024, 552 Heritage Ln, Madison, TN 37115, LLC, Insurance Sales, Independent Insurance Agent, To research and quote various insurance products that the financial plan has shown as needed, I would gather the basic client information along with the specific needs prescribed by the plan and present these to the respective group that would come back with quotes for the clients consideration, Not Investment Related, 3 Hours per month, 1 Hour per day during trading hours. 2. Nance Advisory Services, LLC., Start Date: 03/15/2025, 552 Heritage Ln, Madison, TN 37115, S-Corp, Pass through Entity for Business Structure, Managing Member 2% Plus Shareholder, Investment Advisor Representative, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-02 |
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