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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-02 |
Branch Locations
2820 Keagy Road, Salem, VA 24153 • 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 Co | Omaha | NE | 04/2007 | 02/2019 |
| Securities America, Inc. | Salem | VA | 02/2019 | 06/2024 |
| Securities America Advisors, Inc. | Salem | VA | 02/2019 | 06/2024 |
| Osaic Wealth, Inc. | Salem | VA | 06/2024 | 12/2025 |
| Futurity First Insurance Group | Salem | VA | 03/2017 | Present |
| Sequent Planning, Llc | Salem | VA | 12/2025 | Present |
FUTURITY FIRST INSURANCE GROUP POSITION: Managing Director NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/01/2017 ADDRESS: 2820 Keagy Road, Salem VA 24153, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-30 |
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