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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-09-01 |
| SD | RA | APPROVED | 2023-09-01 |
Branch Locations
3341 Pioneers Blvd Suite 1, Lincoln, NE 68506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Lincoln | NE | 10/2014 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 09/2023 | Present |
1)INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS (DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE) FOR 6HRS/WK & 2HR EVENING & WKENDS SINCE 04/2011. 2) INDEPENDENT INSURANCE AGENT FROM BUSINESS ADDRESS (DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE/ACCIDENT/HEALTH, MEDICARE RELATED PRODUCTS) FROM BUSINESS ADDRESS 8 WEEKDAY AND 2 EVENING/WEEKEND HOURS SINCE 5/11 UNDER BENEFIT MANAGEMENT. 3) INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Recently established an LLC effective 9/1/15. It has been formed as Dustin J. Will, LLC. This is for the purposes of my current OBA listed as #1. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2015 ADDRESS: 3341 Pioneers Blvd., Ste. 1, Lincoln NE 68506, United States DESCRIPTION: Sales and service of Disability, Life, Health, and Long Term Care Insurance 4) BENEFIT MANAGEMENT POSITION: Insurance Broker NATURE: I am a 1099 independent contractor that works underneath the Benefit Management insurance agency soliciting fixed insurance primarily in the group insurance market (group health, life, dental, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2011 ADDRESS: 3341 Pioneers Blvd, Ste. 1, Lincoln NE 68506, United States DESCRIPTION: Solicit and service employee benefit clients in relation to their fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-27 |
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