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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-09 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Patrick Springs, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Roanoke | VA | 04/2022 | 04/2023 |
| Uber | San Fransisco | CA | 08/2022 | Present |
| Vista Solutions Group | Hillsville | VA | 08/2013 | Present |
| Wendy's | Stuart | VA | 11/2021 | 04/2022 |
| Henry County Public Schools | Bassett | VA | 08/2018 | 07/2021 |
| Results Company | Stuart | VA | 08/2017 | 08/2018 |
| Walmart | Stuart | VA | 03/2017 | 08/2017 |
| Mid-Atlantic Textile Company | Stuart | VA | 04/2015 | 03/2017 |
| Mutual Of Omaha Investor Services | Roanoke | VA | 01/2023 | 04/2023 |
| Sequent Planning, Llc | Patrick Springs | VA | 09/2023 | Present |
| Futurity First Insurance Group | Patrick Springs | VA | 08/2023 | Present |
Insurance Agent, Start Date: 08/2013, Non-investment Related, Insurance lines of business: Life, Health, Medicare and Annuities, Hours/per week during trading hours: 40 Driver, UBER, Start Date: 08/2022, Non-investment Related, Hours/per week about 10, none during trading hours. Vista Solutions Group - Non-investment Related - Hillsville, VA, Since 08/2013, Hours/per week about 10 during trading hours, contracted to offer Medicare Advantage, Prescription drug plans, and DSNP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-09 |
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