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290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-14 |
| WI | RA | APPROVED | 2017-04-05 |
Branch Locations
Platteville, WI • United States
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Mauston | WI | 09/2015 | 12/2016 |
| Mutual Of Omaha Investor Services | Mauston | WI | 02/2016 | 11/2016 |
| United Advisors America Corporation | Prosper | TX | 04/2017 | Present |
| Alliance America Corporation | University Park | FL | 09/2016 | Present |
1) Insurance Agent for Alliance America- Start Date: 09/2015 - Non-investment Related - Insurance lines of business: life and health - Hours/per week during trading hours: 40+ (full-time) 2). Partner in a real estate holding llc - Suite Investments, LLC - Non-investment Related - no duties at this time - 0 hours during trading hours. 3). Partner in a real estate holding llc - Baxter Land Holdings, LLC - Non-investment Related - manager/landlord duties (collect rent,pay bills and keep the units occupied) - minimal amount of time - about 1 hour per month - 0 hours during trading hours. 4). Co owner of rental house (not in an llc) - Non-investment Related - manager duties/landlord(collect rent,pay bills and keep the units occupied) - minimal amount of time - about 1 hour per month - 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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