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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| SC | RA | APPROVED | 2025-05-27 |
| OR | RA | APPROVED | 2025-05-21 |
| PA | RA | APPROVED | 2025-05-21 |
| CA | RA | APPROVED | 2025-05-20 |
| NJ | RA | APPROVED | 2025-05-20 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
54 Jerseyville Rd., Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Charter High School | Lake Como | NJ | 10/2013 | 10/2016 |
| Unemployed | Toms River | NJ | 07/2016 | 01/2017 |
| 1St Jersey Insurance Agency | Freehold | NJ | 01/2017 | Present |
| Tfs Insurance Agency | Lincroft | NJ | 02/2018 | 11/2023 |
| Tfs Securities Inc | Lincroft | NJ | 06/2018 | 11/2023 |
| Sequent Planning. Llc | Freehold | NJ | 11/2023 | Present |
1) 1ST JERSEY INSURANCE AGENCY - ANNUITY MANAGER. 01/2017 TO PRESENT. INVESTMENT RELATED. 54 JERSEYVILLE AVE, FREEHOLD, NJ 07729. CONTINUING TO SERVICE MEDICARE CLIENTS WRITTEN WITH FJIA BEFORE JOINING TFS. SPEND 20 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
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