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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-10 |
| AL | RA | APPROVED | 2023-03-07 |
Branch Locations
8178 Gadsden Hwy Ste 104, Trussville, AL 35173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors,Llc | New York | NY | 12/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2015 | 12/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2023 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2023 | Present |
| Keystone Financial Group | Trussville | AL | 03/2023 | Present |
| Bni - Rainmakers Chapter | Hoover | AL | 08/2025 | Present |
Licensed as an Independent Insurance Agent to sell fixed insurance products * Keystone Financial Group; inv rel; same as branch; financial services; Agent; start date=03/2023; hrs/mo=220; trading hrs/mo=130; Para-planning, trading specialist and client liaison to assist advisors within the firm, will also work as a financial advisor * GEPM LLC; 1690 Bonner Hollow Rd, Nauvoo AL 35578; non-inv rel; LLC formed to manage inherited property from my grandmother; Partner; start date=10/2025; hrs/mo=2; trading hrs/mo=0; manage the property, manage the bank accounts for the business, make certain taxes are paid in a timely fashion * BNI - Rainmakers Chapter; inv rel; 1021 Brocks Gap Pkwy Ste 125, Hoover, AL 35244; Referral Sharing Network; Member; start date=08/2025; hrs/mo=10; trading hrs/mo=8; Meet with group members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-23 |
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