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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-07 |
Branch Locations
8807 Indian Hills Drive, Omaha, NE 68114 • United States
Columbus, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 02/2023 | 06/2024 |
| Leonard's Studio | Fort Moore | GA | 06/2011 | 08/2022 |
| Homemaker | Columbus | GA | 08/2022 | 02/2023 |
| First Command Brokerage Services | Fort Worth | TX | 06/2024 | 10/2024 |
| First Command Advisory Services | Fort Worth | TX | 06/2024 | 10/2024 |
| First Command Insurance Services | Fort Worth | TX | 06/2024 | 10/2024 |
| Sequent Planning, Llc | Columbus | GA | 10/2024 | Present |
| Futurity First Insurance Company | Columbus | GA | 10/2024 | Present |
| Insurance Supermarket Inc. | Columbus | GA | 09/2024 | 10/2024 |
| Homemaker | Columbus | GA | 07/2024 | 09/2024 |
1) INSURANCE AGENT - 10/2024 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. COLUMBUS, GA 31907.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-18 |
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