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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-02 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
11931 Wickchester Ln Ste. 100, Houston, TX 77043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Houston | TX | 09/2015 | 11/2016 |
| Mutual Of Omaha Investor Services | Houston | TX | 07/2016 | 11/2016 |
| Futurity First Insurance Company | Houston | TX | 09/2015 | Present |
| Sequent Planning, Llc | Houston | TX | 10/2024 | Present |
1) Insurance Agent - Start Date: 09/2015 to Present - Investment Related - Insurance lines of business: Life/Health - Hours/per week during trading hours: 30. Duties include providing insurance products and services to clients and prospects. 2) Partner/director of The X-Ray Institute, Inc. April 2014-Present. Taught the certification classes and handled marketing and sales. Currently devote zero hours per week. 3) Partner/ of Noble Duke Ventures - Start Date: 8/2022 - Investment Related - Real Estate Investments to provide capital - Houston, TX - Devotes 5 hours per month during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
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