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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-18 |
| NE | RA | APPROVED | 2024-01-05 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Office Of Us Senator Deb Fischer | Omaha | NE | 11/2014 | 06/2017 |
| First National Bank Of Omaha | Omaha | NE | 06/2017 | 03/2018 |
| Raymond James Financial Services, Inc | Omaha | NE | 04/2018 | 02/2023 |
| Raymond James Financial Services Advisors Inc. | Omaha | NE | 08/2018 | 02/2023 |
| First National Bank | Omaha | NE | 06/2017 | 02/2023 |
| First Investments & Planning | Omaha | NE | 11/2018 | 02/2023 |
| First National Bank | Omaha | NE | 06/2017 | 02/2023 |
| Principal Life Insurance Co | Omaha | NE | 11/2023 | Present |
| Principal Securities, Inc | Omaha | NE | 11/2023 | Present |
| Unemployed | Omaha | NE | 02/2023 | 12/2023 |
| Dc Retirement Strategies | Omaha | NE | 12/2023 | Present |
FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/02/2024 ADDRESS: 18205 Capitol Ave, Ste 300, Elkhorn NE 68022, United States DESCRIPTION: Fixed insurance: Life, disability, annuities, long term care, health, Medicare supplements, group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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