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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
112 W. Gregory St., Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casino Beach Bar And Grill/Taco Agave | Pensacola | FL | 02/2014 | 04/2017 |
| East Hill Medical Group | Pensacola | FL | 11/2017 | 05/2018 |
| Hattiesburg Clinic | Hattiesburg | MS | 07/2019 | 04/2021 |
| West Florida Hospital | Pensacola | FL | 04/2021 | 12/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 03/2022 | 09/2024 |
| Florida Institute Of Ultrasound | Pensacola | FL | 07/2018 | 06/2019 |
| The Bridge Bar And Sunset Lounge | Gulf Breeze | FL | 05/2017 | 06/2018 |
| Sequent Planning, Llc | Pensacola | FL | 09/2024 | Present |
1. Real Solutions: Investment Related: 112 W Gregory St Pensacola FL 32502, 09/2024 to Present, 160 hr/mo during trading hours. Duties include insurance and Medicare Products to clients and prospects. 2. Insurance Agent; Investment Related: 112 W Gregory St Pensacola FL 32502, 08/2024 to Present, 160 hr/mo during trading hours. Duties Include Insurance Products and Services to clients and prospects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
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