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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senior Market Sales, Inc | Omaha | NE | 05/2014 | Present |
| Peak Brokerage Services | Jupiter | FL | 03/2023 | Present |
| Sequent Planning, Llc | Omaha | NE | 03/2024 | Present |
1) Senior Market Sales - Marketing Consultant/Insurance Agent. 5/2014 to Present. Investment Related. Duties include Wholesaler. Approx. 90% of time spent on this activity, during normal trading hours. Address: Omaha, NE. 2) Peak Brokerage Services - Wholesaler/Registered Representative. 3/2023 to Present. Investment Related. Duties include offering securities through the broker dealer located in Jupiter, FL. Approximately 5% of time spent on this activity, during normal trading hours. Address: Omaha, NE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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