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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-23 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
113 Seaboard Ln Ste A250, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management | Franklin | TN | 08/2012 | 02/2017 |
| Bowling Insurance & Finance, Llc | Nashville | TN | 02/2017 | Present |
| Lpl Financial, Llc | Mount Juliet | TN | 10/2017 | 06/2018 |
| Sequent Planning, Llc | Nashville | TN | 04/2019 | 10/2024 |
| Futurity First Insurance Group | Nashville | TN | 08/2018 | Present |
| Osaic Wealth, Inc | Franklin | TN | 11/2024 | 07/2026 |
| Sequent Planning, Llc | Franklin | TN | 07/2026 | Present |
1. International Insurance Brokerage, LLC - INSURANCE AGENT. November 2019 - PRESENT. 50% OF TIME SPENT ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 113 Seaboard Ln. Ste A250Franklin, TN 37067. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 2. FUTURITY FIRST INSURANCE GROUP - INSURANCE AGENT. AUGUST 2018 -PRESENT. 20% OF TIME SPENT ON THIS ACTIVITY, ALL DURING NORMAL BUSINESS HOURS. 113 Seaboard Ln. Ste A250 Franklin, TN 37067. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
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