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Bennington, NE • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-10-05 |
| IA | RA | APPROVED | 2023-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity | San Diego | CA | 06/2015 | 05/2017 |
| Western Wealth Builders | Omaha | NE | 05/2017 | 06/2021 |
| Senior Market Sales | Omaha | NE | 04/2015 | 11/2016 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 07/2021 | 07/2023 |
| Omaha Insurance & Investments | Omaha | NE | 12/2011 | Present |
| Brilliant Financial Advisors Llc | Bennington | NE | 05/2023 | Present |
I also am licensed as an insurance agent and sell Life Health and Annuity insurance and receive commission for those activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
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