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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-20 |
Branch Locations
2400 Darlington Rd, Beaver Falls, PA 15010-1325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lsa Securities Llc | Lincoln | NE | 04/2026 | Present |
| Navy Federal Brokerage Services, Llc | Aurora | CO | 04/2016 | 10/2017 |
| Navy Federal Financial Group, Llc | Aurora | CO | 04/2016 | 10/2017 |
| Navy Federal Brokerage Services, Llc | Aurora | CO | 01/2017 | 10/2017 |
| Mallard Advisors | Hockessin | DE | 11/2017 | 10/2018 |
| Pruco Securities, Llc | Newark | DE | 01/2019 | 09/2019 |
| The Prudential Insurance Company Of America | Newark | DE | 01/2019 | 09/2019 |
| Hornor Townsend & Kent Llc | Horsham | PA | 09/2019 | 07/2020 |
| Penn Mutual Life Insurance Company | Horsham | PA | 09/2019 | 07/2020 |
| Allstate Insurance Co | Northbrook | IL | 07/2020 | Present |
| Tolliver Insurance And Financial Services | Dover | DE | 07/2020 | 07/2022 |
| Author | Newark | DE | 08/2020 | Present |
| Park University | Parkville | MO | 02/2021 | Present |
| Tolliver Agency | Dover | DE | 07/2022 | Present |
| Meged Marketing Llc | Newark | DE | 06/2023 | Present |
| Portage Learning | Beaver Falls | PA | 11/2024 | Present |
| Center For Hebraic Thought | Holland | MI | 11/2024 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 07/2020 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 07/2020 | Present |
AUTHOR POSITION: Author NATURE: I have written a book as an educational resource regarding financial planning principles for Main Street investors. The idea is to position myself as a subject matter expert by conveying concepts that individuals can apply to their own circumstances if the need should arise. The book is ready to publish, and when it is published it will have a website, Amazon listing, Shopify listing, and social media pages. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 204 Jupiter Rd, Newark DE 19711, United States DESCRIPTION: Sole owner and distributor of the content in the book PARK UNIVERSITY POSITION: Adjunct Professor NATURE: I am an adjunct professor for an online section of Business Ethics. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2021 ADDRESS: 8700 NW River Park Dr, Parkville MO 64152, United States DESCRIPTION: I moderate a section of Business Ethics each term, which involves a weekly discussion board, a final presentation and a final paper. MEGED MARKETING LLC POSITION: Owner NATURE: This as-yet-to-be-created LLC will manage all of the marketing activities of my agency. I will route all market spend through this LLC, and make this entity responsible for all marketing initiatives INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 204 Jupiter Rd, Newark DE 19711, United States DESCRIPTION: I will manage the market spend and marketing initiatives of my agency. I do not intend to provide this service to any other agency than my own. So this LLC will be a B2B with one customer - myself. PORTAGE LEARNING POSITION: Adjunct Professor NATURE: Portage Learning offers regionally accredited courses that fulfill the Gen Ed requirements of primarily nursing students at a fraction of the cost of their primary institution. These credits transfer to the primary institution in a 1 to 1 fashion. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2024 ADDRESS: 2521 Darlington Rd, Suite 2, Beaver Falls PA 15010, United States DESCRIPTION: I will be an adjunct professor administering online-only classes for students in an asynchronous fashion. The classes will be Biomedical Ethics and Sociology. The courses are pre-built, and all I need to do is address student questions and referee any issues that come up. CENTER FOR HEBRAIC THOUGHT POSITION: Executive Director NATURE: The Center for Hebraic Thought creates content aimed at increasing awareness of and respect for the thought world of the Ancient Near East. Specifically, the discipline of philosophy tends to regard philosophy only as whatever the Greeks did. The Ancient Israelites, however, had a rich intellectual history that continues to influence many of our most cherished institutions today. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2024 ADDRESS: 531 W 30th St, Holland MI 49423, United States DESCRIPTION: I will coordinate all of the activities of the Center, primarily related to content creation, but also in a less frequent sense related to fund-raising activities and conferences attended or held by the Center.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-11 |
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