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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-02 |
Branch Locations
2820 Keagy Road, Salem, VA 24153 • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lab Sports Performance | Roanoke | VA | 06/2026 | Present |
| Ups | Ashburn | VA | 07/2020 | 08/2023 |
| Deltek | Herndon | VA | 06/2024 | 08/2024 |
| Family First Life | Roanoke | VA | 05/2025 | 08/2025 |
| Futurity First Insurance Group | Salem | VA | 08/2025 | Present |
| Sequent Planning Llc | Salem | VA | 04/2026 | Present |
| Roanoke College | Roanoke | VA | 08/2024 | 05/2025 |
| Roanoke College | Roanoke | VA | 08/2023 | 06/2024 |
| Briar Woods High School | Ashburn | VA | 04/2016 | 07/2020 |
1. Futurity First Insurance Group; investment-related; 2820 Keagy Road, Salem, Virginia 24153; Insurance Agency; Insurance Broker; 08/2025; 160 hours/month; 160 hours during securities trading; sales of life and health insurance. 2. Lab Sports Performance; not investment-related; 1824 9th St SE, Roanoke, Virginia, 24013; Baseball Coaching; Hitting and Infield Coach; 06/2026; 10 hours/month; none during securities trading; assist in instructional lessons for hitting and fielding and help coach weekend tournaments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
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