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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2016-05-23 |
Branch Locations
2900 Louisiana Blvd Ne Suite 200 A, Albuquerque, NM 87110 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management & Research | Albuquerque | NM | 05/2016 | Present |
| Bfc Planning, Inc. | Albuquerque | NM | 05/2016 | Present |
1. ZENITH MARKETING GROUP-N-ALBUQUERQUE, NM-INSURANCE-ADVISOR-08/2012-2-0-INDEPENDENT LIFE INSURANCE SALES. 2. GUARDIAN INVESTMENTS-Y-ALBUQUERQUE, NM-SECURITIES AND INSURANCE-OWNER-08/2017-160-160-DBA NAME FOR SELLING SECURITIES AND INSURANCE. 3. AFLAC- N- ALBUQUERQUE, NM, SUPPLEMENTAL INSURANCE- BROKER- 01/2025- 1- 0- CONNECT SMALL COMPANIES TO ADD AFLAC SUPPLEMENTAL POLICIES TO THEIR ENROLLED PARTICIPANTS. 4. VANBRIDGE INSURANCE SERVICES- N- ALBUQUERQUE, NM- LIFE INSURANCE- LIFE AGENT- 01/2025- 1- 0- TERM LIFE INSURANCE SALES TO EXISTING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-17 |
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