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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-21 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Snohomish, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uag Llc | Woodinville | WA | 01/2026 | Present |
| United Life And Casualty | Woodinville | WA | 04/2021 | Present |
| University Of Washington | Bothell | WA | 09/2017 | 06/2022 |
| Barbs Auto License | Snohomish | WA | 07/2017 | 07/2019 |
| Glacier Peak High School | Snohomish | WA | 09/2013 | 06/2017 |
| Sequent Planning, Llc | Woodinville | WA | 05/2026 | Present |
United Assurance Group; investment-related; 14241 NE Woodinville Duvall RD, Woodinville, WA 68072; Insurance Agency; Operations Manager; 01/2026; 160 hours/month; all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
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