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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Houston | TX | 01/2011 | 07/2021 |
| New York Life Insurance Company | Houston | TX | 07/2021 | 08/2025 |
| Sequent Planning, Llc | Houston | TX | 10/2025 | Present |
| Beneficial Financial Strategies Llc | Houston | TX | 08/2025 | Present |
| Futurity First Insurance Group | Houston | TX | 08/2025 | Present |
1-Beneficial Financial Strategies LLC; investment-related; Private Residence, Houston TX; DBA; Owner; 08/2025; 20 hours/month; Sales duties 2-Futurity First Insurance Group' not investment-related; Private Residence, Houston TX; Insurance Sales; Sales Agent; 08/2025; 20 hours/month; Sales duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-03 |
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