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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-01-08 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Prairie Village, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Prairie Village | KS | 01/2015 | 11/2023 |
| Securities America Advisors | Prairie Village | KS | 01/2015 | 11/2023 |
| Sequent Planning, Llc | Prairie Village | KS | 01/2024 | Present |
***DBA - FOSTER FINANCIAL SERVICES ***HPL BENEFITS POSITION: individual health insurance broker NATURE: Individual Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1. START DATE: 11/02/2015. ADDRESS: 7601 Rainbow, Prairie Village KS 66208. DESCRIPTION: I would like to use the HPL benefits website for people inquiring about health insurance. ***AFFORDABLE MEDICARE SOLUTIONS POSITION: Sales NATURE: Medicare Advantage Plans, Medicare Supplements, Prescription Drug Plans and Dental Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/07/2015 ADDRESS: 7601 Rainbow Dr., Prairie Village KS 66208 DESCRIPTION: Selling Medicare Advantage Plans, Medicare supplements, prescription drug plans and dental insurance to Medicare eligible clients. ***LIFE INSURANCE POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2015 ADDRESS: 7601 Rainbow, Prairie Village KS 66208 DESCRIPTION: Selling life insurance and long-term care through different insurance companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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