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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance | Omaha | NE | 09/2021 | 08/2022 |
| Dillon's Auto | Lincoln | NE | 01/2020 | 04/2020 |
| Union Bank | Lincoln | NE | 04/2019 | 09/2019 |
| Student | Lincoln | NE | 09/2019 | 01/2020 |
| Gallup | Lincoln | NE | 03/2017 | 05/2018 |
| Student | Lincoln | NE | 08/2011 | 05/2018 |
| Unemployed | Lincoln | NE | 04/2020 | 09/2021 |
| Student | Lincoln | NE | 08/2018 | 01/2019 |
| Unemployed | Omaha | NE | 09/2022 | 02/2023 |
| Woodbury Financial Services Inc | Lincoln | NE | 03/2023 | 01/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 01/2024 | Present |
UNIVERSIAL FINANCIAL STRATEGIES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/05/2023 ADDRESS: 7431 O St, Lincoln NE 68510, United States DESCRIPTION: medicare supplements and life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-11 |
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