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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-20 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
113 Seaboard Ln Suite A250, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Franklin | TN | 04/2010 | 05/2020 |
| Mutual Of Omaha Investor Services, Inc | Franklin | TN | 05/2017 | 05/2020 |
| Securities America, Inc. | Franklin | TN | 05/2020 | 06/2024 |
| Securities America Advisors | Franklin | TN | 04/2022 | 06/2024 |
| Osaic Wealth, Inc. | Franklin | TN | 06/2024 | 07/2026 |
| Osaic Wealth, Inc. | Franklin | TN | 06/2024 | 07/2026 |
| Sequent Planning Llc | Franklin | TN | 07/2026 | Present |
1. INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/12/2020 ADDRESS: 725 COOL SPRINGS BLVD STE 600, FRANKLIN, TN 37067 DESCRIPTION: Solicit client needs 2. WILLIAMSON COUNTY ASSOCIATION OF REALTORS- COMMITTEE MEMBER POSITION: Committee member NATURE: Williamson County Association of Realtors- Committee member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/12/2020 ADDRESS: 1646 Westgate Cir STE 104, Brentwood TN 37027 DESCRIPTION: Committee member for RPAC and Realtors good work foundation. I do not solicit any funds or handle any funds. I help with setting up events for the year and giving away scholarships. 3. GOOD WORKS FOUNDATION OF WILLIAMSON COUNTY POSITION: Trustee NATURE: 5013c INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2026 ADDRESS: 1646 Westgate Circle, Suite 104, Brentwood TN 37027, United States DESCRIPTION: Serve as a trustee and set up fundraisers with realtors and other professionals to help raise money for college scholarships for kids that need the extra help.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-11 |
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