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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-09-18 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 09/2018 | 07/2023 |
| William Jewell College | Liberty | MO | 08/2014 | 05/2018 |
| Woodhouse Auto Family | Blair | NE | 12/2015 | 01/2017 |
| Computer Engineering Inc. | Blue Springs | MO | 05/2017 | 08/2017 |
| Woodhouse Auto Family | Blair | NE | 06/2018 | 09/2018 |
| Voya Financial Advisors | Windsor | CT | 07/2023 | Present |
FIXED INSURANCE POSITION: Independent Insurance Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/12/2023 ADDRESS: 14301 FNB Parkway, Suite 203, Omaha NE 68154, United States DESCRIPTION: sales of fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-22 |
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