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Current Employers
Frontier Financial Partners, Llc

Aledo, TX • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2021-03-02
  • SD RA
    APPROVED
    Since 2021-03-02

Branch Locations

112 S. Prairie Ave., Sioux Falls, SD 57104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aflac Columbus GA 01/1995 Present
Athene W. Des Moines IA 01/2010 Present
Allianz Minneapolis MN 01/2011 Present
Fidelity And Guarantee Des Moines IA 03/2013 Present
Frontier Financial Partners, Llc Sioux Falls SD 03/2021 Present
  • 01/1995 → Present
    Aflac
    Columbus, GA
  • 01/2010 → Present
    Athene
    W. Des Moines, IA
  • 01/2011 → Present
    Allianz
    Minneapolis, MN
  • 03/2013 → Present
    Fidelity And Guarantee
    Des Moines, IA
  • 03/2021 → Present
    Sioux Falls, SD
Other Businesses

I am the CEO and own and operate an Insurance Agency. The Corp. name is FBC,Ltd. DBA, Financial Benefit Corp. We are located at 112 S. Prairie Ave. Sioux Falls, SD 57104. I have been incorporated since 1985. We have offered Health and Life Ins. We do write annuities also. I devote 160 hours per month to this business, and 160 hours during trading hours. I will now be devoting 50% of this time to my investment advisor business or 80 hours of my other business during trading hours. I run my agency doing administrative duties, write Insurance, and customer service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-20
  • S65 Uniform Investment Adviser Law Examination
    2020-07-20

View on SEC IAPD

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