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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-04 |
Branch Locations
10413 S Roberts Rd, Palos Hills, IL 60465 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Glen Ellyn, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequent Planning, Llc | Chicago | IL | 09/2020 | Present |
| Futurity First Insurance Group | Chicago | IL | 09/2020 | Present |
| United Insurance Services, Ltd. | Palos Heights | IL | 08/2015 | Present |
| Mycard Photo Id Products | Glen Ellyn | IL | 07/2014 | Present |
| Francesca'S Amici | Elmhurst | IL | 01/2010 | 08/2018 |
| Francesca'S Vicinato | Palos Park | IL | 07/2014 | 08/2018 |
INSURANCE AGENT - 9/2020 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-15 |
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