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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-25 |
Branch Locations
101 Centerpoint Dr Unit 208, Middletown, CT 06457 • 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 |
|---|---|---|---|---|
| Vick & Associates | Scottsdale | AZ | 05/2016 | 12/2016 |
| Dressander / Bac | Scottsdale | AZ | 01/2017 | 03/2017 |
| Winthrop Bentley Capital, Llc | Goffstown | NH | 08/2017 | 12/2019 |
| Unemployed | Leytonville | CA | 04/2017 | 10/2017 |
| Alorica | Tuscon | AZ | 11/2017 | 10/2018 |
| Cannaholdco, Inc. | Sheridan | WY | 07/2019 | 03/2020 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 09/2021 | 03/2023 |
| Gohealth | Tuscon | AZ | 06/2020 | 07/2021 |
| Advise Insurance | Tuscon | AZ | 08/2021 | 02/2023 |
| Futurity First Insurance Group | Middletown | CT | 05/2025 | Present |
| American Senior Benefits | Farmington | CT | 10/2024 | 04/2025 |
| Ehealth | Scottsdale | AZ | 08/2022 | 03/2023 |
| Unemployed | Scottsdale | AZ | 03/2023 | 06/2023 |
| United Health | Phoenix | AZ | 06/2023 | 10/2023 |
| Unemployed | Scottsdale | AZ | 10/2023 | 01/2024 |
| Posigen Solar | Wethersfield | CT | 02/2024 | 07/2024 |
| Unemployed | New Britain | CT | 08/2024 | 10/2024 |
Licensed insurance agent, 08/2017, investment related insurance products, less than five hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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