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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-10-29 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
17336 W. 12 Mile Rd. Ste. 105, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Southfield | MI | 09/2014 | 11/2017 |
| I&Ts | Southfield | MI | 11/2017 | Present |
| Iams Wealth Management | Omaha | NE | 10/2021 | Present |
| Planning Partner | Southfield | MI | 11/2021 | Present |
I&TS; Southfield, MI; Insurance Agent; Life, Health, Disability, Long-Term Care, Annuities, P&C, Tax Preparation; Investment Related; Mortgage Loan Originator with Homelend USA; Non-Investment Related; 90 hrs per month; 45 during securities trading hours; 2017- Present. Planning Partner; Southfield, MI; Owner/Agent; Life, Health, Disability, Long-Term Care, Annuities, P&C; Investment Related; 90 hrs per month; 45 during securities trading hours; 2021- Present. Website Directory-Asianstores.net; Owner; Advertising/check and approve new advertisers; 5 hrs per month; 0 during securities trading hours; 2017-Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-21 |
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