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101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-01-26 |
| NE | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED_RES | 2023-01-13 |
Branch Locations
2604 St/ Patrick Ave Suite 6, Grand Island, NE 68803 • United States
101 N.E. 82Nd Street Suite 200, Oklahoma City, OK 73114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Grand Island | NE | 10/2015 | 10/2020 |
| Princor Financial Services Corporation | Grand Island | NE | 10/2015 | 10/2020 |
| Saxony Securities Inc | St. Louis | MO | 10/2020 | 11/2023 |
| Plan Group Financial, Inc. | Oklahoma City | OK | 10/2020 | Present |
| Private Client Services | Grand Island | NE | 11/2023 | Present |
1) Crump Life Insurance Services. 4135 North Front Stret, Harrisburg, PA 17110. Life Insurance Broker. Agent, sell fixed life insurance products though Crump. 50 hrs/mo; 50 during trading hrs. 2) Grand Island Northwest Football Coach. 2710 North Road, Grand Island, NE 68803. High School in Grand Island, Nebraska. Defensive Coordinator. 400 hrs/mo; 100 during trading hrs. 3) Plan Group Financial. 101 N.E. 82ND STREET SUITE 200 OKLAHOMA CITY, OK, USA, 731145. RIA. 300 hrs/mo; 200 during trading hrs. 4) Preferred Marketing Associates. 3530 N 163rd Plaza, Omaha, NE 68116. Insurance Broker. Agent. Sell health insurance though them. 50 hrs/mo; 50 during trading hrs. 5) Washington National Insurance. 11825 N Pennsylvania Street, Carmel, IN 46032. Supplemental Health Insurance Company. Receive renewal commissions from Washington National. 6) Private Client Services. 6 NE 63rd Suite #240, Oklahoma City, OK, 73105. Agent. 20hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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