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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Insurance | Omaha | NE | 12/2012 | Present |
| Sandhill Retirement Solutions | Omaha | NE | 04/2014 | Present |
| Autism Center Of Nebraska | Omaha | NE | 04/2011 | Present |
| One-Touch Marketing | Omaha | NE | 05/2014 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2015 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2015 | Present |
| Fusion Capital Management | Dallas | TX | 08/2019 | Present |
SANDHILL RETIREMENT SOLUTIONS; SAME AS BRANCH; INV REL; DISTRIBUTION OF FINANCIAL PRODUCTS AND SERVICES; NATIONAL DIRECTOR OF SALES; START DATE=02/01/2014; HRS/MO=240; TRADING HRS/MO=160; OVERSEE THE MARKETING AND SALES GROWTH, ALSO PROSPECT FOR CLIENTELE*ONE-TOUCH MARKETING; SAME AS BRANCH; NON-INV REL; MARKET FOR LIFE AGENTS TO ACQUIRE PRESET APPTS FOR A FEE; PARTNER; START DATE=05/01/2014; HRS/MO=3; TRADING HRS/MO=0; CONSULTANT*ORACLE INSURANCE; 9840 S 168TH AVE STE 3 OMAHA, NE 68135; INV REL; AUTO, HOME, LIFE INSURANCE; PROPERTY AND CASUALTY INSURANCE AGENT; START DATE=11/01/2012; HRS/MO=1; TRADING HRS/MO=1; INDEPENDENT INSURANCE AGENT IN THE PROPERTY AND CASUALTY SPACE*AUTISM CENTER OF NEBRASKA; SAME AS RESIDENCE; NON-INV REL; CAREGIVER FOR A [REDACTED]INDIVIDUAL THAT RESIDES IN MY HOME; EXTENDED FAMILY HOME PROVIDER; START DATE=04/01/2011; HRS/MO=100; TRADING HRS/MO=5; CARE FOR INDIVIDUAL WITH DISABILITIES*
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-24 |
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