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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-04 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
901 Lincoln Drive West, Suite 304, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc. | Cherry Hill | PA | 01/2006 | 03/2017 |
| Mml Investors Services, Llc | Marlton | NJ | 03/2017 | 07/2017 |
| Massachusetts Mutual Life Insurance Company | Marlton | NJ | 03/2017 | 07/2017 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | 10/2020 |
| Futurity First Insurance Group | Marlton | NJ | 10/2020 | Present |
| Securities America, Inc | Marlton | NJ | 05/2021 | 02/2023 |
| Securities America Advisors | Marlton | NJ | 05/2021 | 02/2023 |
| Sequent Planning | Marlton | NJ | 02/2023 | Present |
1) INSURANCE AGENT THROUGH FUTURITY FIRST INSURANCE GROUP - 10/2020 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 80 HRS/MONTH SPENT ON THIS ACTIVITY, ALL DURING NORMAL TRADING HOURS. 901 LINCOLN DR W., SUITE 304, MARLTON NJ 08053. 2) REAL ESTATE RENTAL PROPERTY - OWNER. SEPTEMBER 1986 TO PRESENT. NOT INVESTMENT RELATED. 10 HRS/MONTH SPENT ON THIS ACTIVITY, 5 HRS DURING NORMAL TRADING HOURS. DUTIES INCLUDE PROPERTY MANAGEMENT, PAY BILLS, COLLECT RENT AND PROPERTY MAINTENANCE. PROPERTY ADDRESSES INCLUDE: 337 Evergreen Ave., CHERRY HILL, NJ 08002-2376 AND 216 AVENUE W., MARLTON, NJ.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-01 |
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