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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-26 |
| NV | RA | APPROVED | 2018-05-31 |
| AZ | RA | APPROVED | 2018-02-14 |
Branch Locations
8501 E. Princess Drive Suite 210, Scottsdale, AZ 85255 • 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 |
|---|---|---|---|---|
| Regal Investment Advisors | Kentwood | MI | 05/2014 | 10/2016 |
| Futurity First Insurance Group | Scottsdale | AZ | 09/2016 | Present |
| Sequent Planning, Llc | Scottsdale | AZ | 01/2018 | Present |
SOLICITATION OF FIXED AND INDEXED LIFE AND ANNUITANTS THROUGH INBOUND AND OUTBOUND TELEPHONE, EMAIL AND VIDEO CONFERENCE. RECEIVE A MONTHLY BASE SALARY PLUS COMMISSION ON FIRST YEAR ANNUAL PREMIUM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-18 |
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