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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-18 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
110 S. Broad Street, Knoxville, IL 61448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Morton | IL | 02/2015 | 09/2021 |
| Farmers Financial Solutions | Morton | IL | 03/2015 | 09/2021 |
| Gfdm Llc | Knoxville | IL | 08/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2021 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2021 | 07/2023 |
| Sequent Planning, Llc | Knoxville | IL | 07/2023 | Present |
1) OSF ST MARY MEDICAL CENTER AUXILIARY, 3333 N SEMINARY ST GALESBURG IL 61401, 10/2021, BOARD MEMBER, MEDICAL ORGANIZATION, INV REL, 2 HR/MONTH 0 HR/MONTH TRADING 2) PINWHEEL INSURANCE & INVESTMENTS LLC, 825 N HENDERSON ST STE 2 GALESBURG IL 61401, 10/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 160 HR/MONTH 120 HR/MONTH TRADING 3) GFDM LLC, 825 N HENDERSON ST STE 2 GALESBURG IL 61401, 10/2021, OWNER, REAL ESTATE, NIR, 1 HR/MONTH 0 HR/MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-19 |
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