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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial | St Paul | MN | 09/2013 | 02/2017 |
| Minnesota Life Insurance Company | St Paul | MN | 10/2013 | 02/2017 |
| Allegis Investment Advisors | Idaho Falls | ID | 03/2017 | 05/2018 |
| Allegis Investment Services | Farmington | UT | 03/2017 | 03/2019 |
| Ars Investment Advisors, Inc. | Bountiful | UT | 05/2018 | 08/2026 |
| United Planners Financial Services | Scottsdale | AZ | 03/2019 | 01/2024 |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Advanced Retirement Strategies | Kaysville | UT | 05/2018 | 08/2026 |
| Crest Wealth Partners | Kaysville | UT | 08/2026 | Present |
FIXED INSURANCE NATURE: Insurance START: 07/27/2017 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-14 |
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