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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-19 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
901 Lincoln Drive West Suite 304, Marlton, NJ 08053 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Marlton | NJ | 06/2008 | 11/2016 |
| Mutual Of Omaha Investor Services, Inc | Omaha | NE | 08/2011 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 11/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2016 | 11/2020 |
| Securities America, Inc. | Marlton | NJ | 11/2020 | 06/2024 |
| Securities America Advisors | Marlton | NJ | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | Marlton | NJ | 06/2024 | 03/2026 |
| Sequent Planning, Llc | Marlton | NJ | 03/2026 | Present |
INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 14 SECURITIES TRADING HOURS: 14 START DATE: 10/13/2020 ADDRESS: 901 Lincoln Drive West, Suite 304, Marlton NJ 08053, United States DESCRIPTION: Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-07 |
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