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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-15 |
Branch Locations
901 Lincoln Dr. Suite 304, Marlton, NJ 08053 • 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 Of Omaha Insurance Company | Marlton | NJ | 11/2015 | 03/2017 |
| Mutual Of Omaha Investors Services | Marlton | NJ | 12/2015 | 03/2017 |
| Axa Advisors Llc | New York | NY | 03/2017 | 03/2018 |
| Securities America Inc. | Marlton | NJ | 03/2018 | 06/2024 |
| Securities America Advisors | Marlton | NJ | 03/2018 | 06/2024 |
| Osaic Wealth, Inc. | Marlton | NJ | 06/2024 | 12/2024 |
| Osaic Wealth, Inc. | Marlton | NJ | 06/2024 | 12/2024 |
| Sequent Planning Llc | Marlton | NJ | 01/2025 | Present |
| Futurity First Insurance Group | Marlton | NJ | 03/2018 | Present |
| Metro Public Adjustment | Bensalem | PA | 12/2021 | Present |
1) Insurance Agent - Futurity First Insurance Group - 03/2018 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Spend the majority of time on this activity. 2) PUBLIC ADJUSTER WITH METRO PUBLIC ADJUSTMENT - Independent Contractor. 12/2021 to Present. Duties include helping homeowners process claims relating to home & property damages/claims. Spend 2 hrs./month on this activity, during normal trading hours. 3551 Bristol Pike, Bensalem PA 19020. DESCRIPTION: A public adjuster is an independent outside person hired by claimants rather than the insurer. The adjuster can help the claimant to obtain a better settlement from the insurer if the claim is reasonable.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-02 |
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