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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-05-13 |
| TX | RA | APPROVED | 2024-05-13 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 09/2021 | 04/2024 |
| Lularoe | Corona | CA | 05/2016 | 03/2018 |
| Pruvit | Melissa | TX | 10/2018 | 01/2022 |
| Unemployed | Bellevue | NE | 03/2018 | 10/2018 |
| First Command Brokerage Services | Fort Worth | TX | 02/2022 | 04/2024 |
| First Command Advisory Services Inc | Fort Worth | TX | 02/2022 | 04/2024 |
| First Command Insurance Services Inc | Fort Worth | TX | 02/2022 | 04/2024 |
| Principal Life Insurance Company | Elkhorn | NE | 05/2024 | Present |
| Principal Securities, Inc. | Elkhorn | NE | 05/2024 | Present |
| Today's Benefits And Financial Services | Elkhorn | NE | 08/2025 | Present |
**FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 05/16/2024 ADDRESS: 18205 Capitol Ave, Ste 300, Elkhorn NE 68022, United States DESCRIPTION: Fixed Insurance: Life, Disability, Annuities, Long Term Care, Health, Medicare Supplements, Group Benefits. **OFFUTT OFFICER'S SPOUSES CLUB POSITION: General Board- Programs Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2024 ADDRESS: 11020 Hardwood Dr, Papillion NE 68046, United States DESCRIPTION: Offutt Officers Spouses Club is a Non-profit supporting the spouses at Offutt AFB. My role is planning and overseeing the social functions and engagements of the members of the (OOSC) to support morale and build community for the spouses of Offutt Air Force Bases' Officers. **TODAY'S BENEFITS AND FINANCIAL SERVICES (DBA) POSITION: Financial Advisor, Registered Representative NATURE: Group/Health Insurance, Life Insurance/Annuities, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Mutual Funds/Securities/ VA / VL, DI/A&H Insurance, Seminars/Educational Workshops INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/25/2025 ADDRESS: 18205 CAPITOL AVE, STE 300, ELKHORN NE 68022, United States DESCRIPTION: DBA Marketing Name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-14 |
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