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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2017-10-24 |
Branch Locations
516 Crater Lake Ave., Medford, OR 97504 • 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 |
|---|---|---|---|---|
| Futurity First Insurance Group | Medford | OR | 06/2013 | Present |
| Redhawk Wealth Advisors, Inc | Minneapolis | MN | 08/2015 | 10/2017 |
| Sequent Planning, Llc | Medford | OR | 10/2017 | Present |
BIG TOWN DELI, CENTRAL POINT, OR PARTNER WITH SPOUSE. 1) FUTURITY FIRST INSURANCE GROUP; INVESTMENT RELATED; 2581 WHITTLE AVENUE; MEDFORD, OR 97504; INSURANCE; AGENT; START DATE 06/2013; 170 HOURS PER MONTH SPENT ON THIS ACTIVITY; INSURANCE PRODUCT SALES/SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-18 |
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