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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-19 |
| SC | RA | APPROVED | 2017-02-03 |
Branch Locations
Simpsonville, SC • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Greer | SC | 04/2011 | 01/2020 |
| Iams Wealth Management, Llc | Omaha | NE | 02/2017 | Present |
| Estate Planning Strategies, Inc. | Greenville | SC | 04/2011 | 01/2020 |
| Rampart Financial, Inc. | Simpsonville | SC | 01/2020 | Present |
RAMPART FINANCIAL INC RAMPART FINANCIAL INC; 115 Ponderosa Dr., Simpsonville, SC 29861; OWNER/INSURANCE AGENT; LIFE INSURANCE, HEALTH INSURANCE, LONG-TERM CARE AND ANNUITIES; MEETING WITH EXISTING AND POTENTIAL AND PRESENTING INSURANCE PRODUCTS; INVESTMENT RELATED; 120 HOURS PER MONTH; 80 OF WHICH ARE DURING SECURITIES TRADING HOURS; START DATE: 1/2020;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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