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115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-22 |
| KS | RA | APPROVED | 2025-01-16 |
| NE | RA | APPROVED | 2025-01-16 |
Branch Locations
4611 S 96Th Street Suite 270, Omaha, NE 68127 • United States
115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors Llc | Papillion | NE | 11/2020 | 01/2025 |
| Legacy Insurance Group, Llc | Omaha | NE | 04/2019 | Present |
| Reserve National Insurance Co. | Oklahoma City | OK | 11/2018 | 04/2019 |
| Senior Benefit Group | Wichita | KS | 05/2016 | 11/2018 |
| Future Capital Management | Omaha | NE | 01/2025 | Present |
INSURANCE SALES; INVESTMENT-RELATED; OMAHA, NE; INSURANCE AGENT; 04/2019; APPROXIMATELY 100 HOURS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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