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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
850 Nw Federal Hwy, Stuart, FL 34994 • 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 |
|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc | Minneapolis | MN | 12/2015 | 06/2023 |
| Futurity First Insurance Group | Stuart | FL | 01/2016 | 01/2017 |
| Living Benefits, Llc | Stuart | FL | 02/2017 | Present |
| Sequent Planning, Llc | Stuart | FL | 06/2023 | Present |
INSURANCE AGENT: START DATE: 12/2009 TO PRESENT, INVESTMENT RELATED, DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS ANPROSPECTS. 60 HRS/MONTH SPENT ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS ADDRESS: 850 NW FEDERAL HWY, STUART, FL 34994, DESCRIPTION: INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-15 |
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