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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-13 |
| CO | RA | APPROVED | 2024-11-13 |
| NE | RA | APPROVED | 2024-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc | Omaha | NE | 11/2024 | Present |
| Unemployed | Omaha | NE | 01/2013 | 05/2022 |
| American National Bank | Omaha | NE | 06/2022 | 08/2022 |
| Unemployed | Omaha | NE | 09/2022 | 05/2023 |
| John Hancock | Boston | MA | 06/2023 | 08/2023 |
| Unemployed | Omaha | NE | 09/2023 | 09/2024 |
1. Life & Health Insurance Broker for Futurity First Insurance Group (FFIG) 2. SINGLE-FAMILY REAL ESTATE INVESTMENT POSITION: Owner NATURE: No Structure. I just have a house in Lincoln, NE, and I rent it out to people. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 1810 N 23rd Street, Lincoln NE 68503 DESCRIPTION: Management of marketing, tenants, fixing the house, checking on the house, landscaping, and tenant well-being. 3. THE RETIREMENT LAB POSITION: Youtuber NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/28/2026 ADDRESS: 17117 Oak Drive Suite A 68130, Omaha NE 68130, United States DESCRIPTION: -Create scripts for youtube videos, send them in to get approved -create educational videos around insurance -create educational videos around retirement
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
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