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Bremerton, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-09 |
Branch Locations
315 East Front Street, Bloomington, IL 61701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Bloomington | IL | 10/2020 | 01/2022 |
| Mutual Of Omaha Insurance Company | Bloomington | IL | 06/2020 | Present |
| Edelman Inc | Champaign | IL | 12/2012 | 06/2020 |
| Nepsis, Inc. | Bloomington | IL | 01/2022 | Present |
| Strong Retirement Solutions Llc | Bremerton | WA | 05/2025 | Present |
Insurance Agent - Start Date: 06/2020 - Non-investment Related - Insurance lines of business: Life, Disability, Health Insurances - Hours/per week during trading hours: 26 Owner of Forward Motion LLC, Farmer City, IL, an entity formed to hold the ownership of rental properties, 05/2022 to present, less than 5% of my time is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-10 |
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