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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-17 |
| NE | RA | APPROVED | 2025-03-07 |
Branch Locations
1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nebraska Womens Basketball | Lincoln | NE | 08/2020 | 04/2024 |
| Papa Murphy's Pizza | Norfolk | NE | 06/2016 | 10/2019 |
| None | Norfolk | NE | 10/2019 | 08/2020 |
| University Of Nebraska-Lincoln | Lincoln | NE | 08/2020 | 06/2024 |
| Insight | Norfolk | NE | 09/2024 | Present |
| Edward Jones Investments | Norfolk | NE | 06/2020 | 08/2023 |
| Osaic Wealth Inc | Norfolk | NE | 09/2024 | Present |
1. REFEREE POSITION: Referee NATURE: Football Referee INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2024 ADDRESS: 1001 North 36th street, Norfolk NE 68701, United States DESCRIPTION: Referee High school and junior high football games. 2. INSIGHT FINANCIAL PLANNING POSITION: Sales/Producer NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 8/2025 - LOCATED AT 1303 ANDREWS DR STE ANORFOLK NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 08/19/2025 ADDRESS: 1303 Andrews Drive, Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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