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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Norfolk | NE | 01/2014 | 06/2024 |
| Securities America Advisors | Norfolk | NE | 06/2015 | 06/2024 |
| Osaic Wealth, Inc. | Norfolk | NE | 06/2024 | Present |
1. INSIGHT FINANCIAL PLANNING POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 1/2014 - LOCATED AT 1303 ANDREWS DR STE A NORFOLK NE 68701 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 1303 Andrews Dr., Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales 2. NEBRASKA NOTARY ASSOCIATION POSITION: Notary NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2020 ADDRESS: 1303 Andrews Dr., Suite A, Norfolk NE 68701, United States DESCRIPTION: I notarize documents that require a Notary 3. INSIGHT FINANCIAL PLANNING POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 1/2014 - LOCATED AT 1303 ANDREWS DR STE A NORFOLK NE 68701 4. IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 01/01/2014 ADDRESS: 1303 Andrews Dr., Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-24 |
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