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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 |
Branch Locations
3401 Village Drive Ste 202, Lincoln, NE 68516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Lincoln | NE | 01/2014 | 07/2018 |
| Mutual Of Omaha Investor Services | Lincoln | NE | 03/2014 | 07/2018 |
| Securities America, Inc. | Lincoln | NE | 07/2018 | 06/2024 |
| Securities America Advisors | Lincoln | NE | 07/2018 | 06/2024 |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
| Osaic Wealth, Inc. | Lincoln | NE | 06/2024 | Present |
Futurity First Insurance Group - DBA Position: Financial Advisor Nature: Insurance Sales Investment Related: Yes Hours: 160 Securities Trading Hours: 120 Start Date: 07/16/2018 Address: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516 Securities America Advisors Position: Financial Advisor Nature: Advisory Investment Related: Yes Hours: 160 Securities Trading Hours: 120 Start Date: 07/16/2018 Address: 3401 VILLAGE DRIVE STE 202, Lincoln NE 68516 DBA - Mid Plain Advisors FUTURITY FIRST INSURANCE GROUP POSITION: Financial Advisor NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2018 ADDRESS: 3401 Village Drive Suite 202, Lincoln NE 68516, United States DESCRIPTION: Sale of insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
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