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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-09-27 |
Branch Locations
13321 California Street, #315, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troy E. Woods & Associates, Inc. | Omaha | NE | 12/2006 | 06/2022 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 10/2009 | Present |
| Acacia Life Insurance | Bethesda | MD | 10/2009 | Present |
| Union Central Life Insurance | Cincinnati | OH | 10/2009 | Present |
| Was Insurance Llc | Omaha | NE | 09/2013 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 05/2015 | 09/2017 |
| Cls Investments, Llc | Omaha | NE | 05/2015 | 09/2017 |
| The Leaders Group Inc | Littleton | CO | 09/2017 | Present |
| Was Insurance (Dba Element Insurance Partners) | Omaha | NE | 07/2014 | Present |
1.) WAS INSURANCE LLC (DBA) ELEMENT INSURANCE PARTNERS - 7/1/2014 - 1406 Veterans Drive, Suite 102, Elkhorn, NE 68022 - Principal and Manager, Ins Brokerage General Agency-Marketing & Wholesaling of Fixed/Index/Variable Insurance Products to Insurance Agents & Financial Advisors, Inv't Rel, provide leadership for Organizations/POS Support/Case Design and responsible for all operations, 50 Hrs/Mo; 40 Hrs/Mo (during trading hours). 2.) WOODS ABBOTT SHOEMAKER LLC - 3/8/2013 - 9869 S 168 Avenue, Suite C, Omaha, NE 68136 - Principal, Holding Co which owns One Single Member LLC's Was Insurance LLC dba Element Insurance Partners, Inv't Rel, responsible for sales activity & overall management, 50 Hrs/Mo; 40 Hrs/Mo (during trading hours). 3.) MIDWEST RENEWABLE ENERGY LLC - 4/16/2004 - 3610 Dodge Street, Omaha, NE 68131 - 1% Owner, Ethenol Plant (located in Sutherland, NE), not inv't rel, Passive Investor & Passive Ownership of LLC, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) UNCOMMON FARMS - 10/1/2023 - 13321 California Street, Suite 315, Omaha, NE 68154 - Strategic partner to Uncommon Farms serving their family office clients with life insurance, long-term care, long-term disability, and annuity solutions, point of sale for planning based insurance solutions, Inv't Rel, Engaging the 93 farm-owner families Uncommon Farms serves as appropriate with planning-based life insurance, long-term care, long-term disability, and annuity solutions, 40 hrs/mo; 25 hrs/mo (during trading hours). 5.) TLG ADVISORS, INC. - SINCE 9/27/2017 - 475 Springfield Ave., Summit, NJ 07901 - Investment Advisor, INVT REL - IAR BSN - IAR REP - 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-06 |
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