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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 |
|---|---|---|---|---|
| Securities America Advisors | Kearney | NE | 10/2021 | 06/2024 |
| Futurity First Insurance Group | Gibbon | NE | 03/2018 | Present |
| Syngenta | Gibbon | NE | 02/2014 | 02/2018 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
1. INSURANCE Position: AGENT Nature: INSURANCE Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 09/22/2021 Address: 3715 29th Ave, Kearney NE 68845, United States Description: INSURANCE 2. MIDPLAINS ADVISORS POSITION: Financial Advisor NATURE: MidPlains Advisors is the Agency Name that we use for marketing purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 3401 Village Drive, Suite 202, Lincoln NE 68516, United States DESCRIPTION: I'm an Insurance Agent and Financial Advisor that works with people on Medicare, Life Insurance, and Investments. 3. CITY OF GIBBON POSITION: Mayor NATURE: City Government - Mayor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2026 ADDRESS: 1029 Court St, Gibbon NE 68840, United States DESCRIPTION: I am Mayor of the city of Gibbon. This is not a full time position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-02 |
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