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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-03 |
| VA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Glen Allen | VA | 06/2025 | 09/2025 |
| Mutual Of Omaha Insurance Company | Glen Allen | VA | 05/2025 | 09/2025 |
| Luke Insurance | Colorado Springs | CO | 09/2024 | 01/2025 |
| Palladium Investments | Colorado Springs | CO | 06/2024 | 01/2025 |
| Freedomsoft | Westminster | CO | 01/2024 | 06/2024 |
| Trustactics | Atlanta | GA | 04/2023 | 08/2024 |
| Interactions | Franklin | MA | 03/2022 | 04/2023 |
| Carahsoft Technology | Reston | VA | 05/2021 | 03/2022 |
| Hanover Research | Arlington | VA | 01/2021 | 05/2021 |
| Unemployed | Derwood | MD | 05/2020 | 12/2020 |
| Radford University | Radford | VA | 01/2018 | 05/2020 |
| Germanna Community College | Spotsylvania | VA | 05/2015 | 12/2018 |
| Unemployed | Richmond | VA | 01/2025 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlottesville | VA | 09/2025 | Present |
| Virginia Tech Foundation Inc | Radford | VA | 09/2019 | 10/2019 |
| Texas Roadhouse | Christiansburg | VA | 10/2018 | 12/2018 |
| Glyde Solar | Colorado Springs | CO | 08/2024 | 01/2025 |
| Bank Of America, N.A. | Charlottesville | VA | 10/2025 | Present |
Name of the other businessLife/Health/Annuities License Whether the business is investment-relatedNo. Address of the other business Glen Allen, VANature of the other businessMutual of OmahaYour positionFinancial Representative Title, or relationship with the other businessI was employed, I am no longer employed by them.Start date of your relationship05/05/2025Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI was actively pursuing opportunities and writing business with them. I no longer do either of these things with this Carrier. I*2975266, Entity Type: Entity For Profit, Name of OBA: Forster Enterprises LLC, Address: Derwood, Maryland, 20855, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 11/01/2021, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: It's a holding company that employs a property manager, I don't have any responsibilities. It's an LLC that own's Real Estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
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