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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-03 |
| IL | RA | APPROVED | 2020-10-15 |
Branch Locations
10413 S Roberts Rd., Palos Hills, IL 60465 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Insurance Services, Ltd. | Palos Heights | IL | 10/2017 | 09/2020 |
| Nordstrom | Chicago | IL | 05/2013 | 10/2017 |
| Sequent Planning, Llc | Chicago | IL | 09/2020 | Present |
| Independent Insurance Agent | Chicago | IL | 09/2020 | Present |
1) INDEPENDENT INSURANCE AGENT. 09/2020 TO PRESENT. INVESTMENT-RELATED. DUTIES INCLUDE PROVIDING INSURANCE PRODUCTS AND SERVICES TO CLIENTS. 30% OF TIME SPENT ON THIS ACTIVITY DURING NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-21 |
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