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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-23 |
| FL | RA | APPROVED | 2024-06-14 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Norfolk | NE | 02/2017 | 06/2024 |
| Hillcrest Country Club | Lincoln | NE | 05/2016 | 09/2016 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2013 | 12/2016 |
| Insight Financial Planning | Norfolk | NE | 05/2015 | Present |
| Securities America Advisors | Norfolk | NE | 05/2017 | 06/2024 |
| Osaic Wealth, Inc. | Norfolk | NE | 06/2024 | Present |
1. INSIGHT FINANCIAL PLANNING - DBA 2. INSURANCE POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 06/17/2019 ADDRESS: 1303 Andrews Dr, Suite A, Norfolk NE 68701 DESCRIPTION: I discuss insurance and long term care needs with clients. If appropriate I find a policy that fits their needs. 3. INSURANCE POSITION: Sales NATURE: Insurance Sales - Agent - Investment Relate - Start Date 06/17/2019 - Located at 1303 Andrews DR. Suite A Norfolk NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 06/17/2019 ADDRESS: 1303 Andrews Dr, Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-24 |
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