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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2018-09-12 |
Branch Locations
440 N. Capital Avenue Suite 1, Idaho Falls, ID 83402 • 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 |
|---|---|---|---|---|
| Lifetime Solutions Inc. | Idaho Falls | ID | 01/2014 | Present |
| Sequent Planning, Llc | Idaho Falls | ID | 09/2018 | Present |
BANKERS LIFE AND CASUALTY POSITION: SALES NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 6 START DATE: 02/15/2009 ADDRESS: 861 JEFFERSON AVE SUITE A, POCATELLO ID 83201 DESCRIPTION: SELL INSURANCE PRODUCTS.Ã, CONTACT AND HOLD MEETINGS WITH CUSTOMERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-13 |
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