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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-16 |
Branch Locations
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
600 West Germantown Pike Suite 400, Plymouth Meeting, PA 19462 • 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 |
|---|---|---|---|---|
| Ohio National | Philadelphia | PA | 07/2015 | 01/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2016 | 01/2017 |
| Wells Fargo Bank, Na | Norristown | PA | 06/2017 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Norristown | PA | 06/2017 | 11/2019 |
| Unison Financial Associaties Llp | Conshohocken | PA | 10/2013 | 12/2021 |
| Delaware Valley Advisors | Huntingdon | PA | 12/2019 | 12/2020 |
| Securian Financial Services | St. Paul | MN | 12/2019 | 12/2020 |
| Minnesota Life Insurance Company | St. Paul | MN | 12/2019 | 12/2020 |
| 1 Road Financial, Llc | Plymouth Meeting | PA | 12/2021 | Present |
| Iams Wealth Management | Omaha | NE | 09/2021 | Present |
| Independent Insurance Agent | Perkionmenville | PA | 09/2021 | 12/2021 |
1 Road Financial, LLC; Plymouth Meeting, PA; 12/2021- Present; Insurance Agent; Life, Health, Disability, Long-Term Care, Annuities; 60 hours/month; 30 of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-10 |
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