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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Lincoln | NE | 12/2007 | 09/2022 |
| Allstate Distributors Llc | Northbrook | IL | 11/2016 | 10/2021 |
| Lone Wolf Technology | Lincoln | NE | 10/2022 | 09/2023 |
| American Senior Benefits | Lincoln | NE | 10/2023 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 09/2024 | 04/2026 |
| Gradient Wealth Management | Arden Hills | MN | 01/2025 | 04/2026 |
| Integrity Alliance, Llc | Lincoln | NE | 05/2026 | Present |
1. American Senior Benefits; NOT INVESTMENT RELATED; 6120 HAVELOCK AVE; Life and health insurance agency. I assist my clients with Medicare solutions, life insurance products, and other ancillary health products; INSURANCE AGENT; START 10/2023; 160 HRS/MONTH; 140 HRS DURING SECURITIES TRADING HOURS; I conduct meetings with clients and potential clients to discuss and solicit insurance products 2. LINCOLN REGULATORS; NOT INVESTMENT RELATED; 6820 LA SALLE ST, LINCOLN, NE; PRESIDENT; START 07/2021; 40 HRS PER MONTH; 0 HRS DURING SECURITIES TRADING HOURS; I am the president and head coach. My main role is facilitating the development and the team and coaching games. I also pay for certain expenses and request reimbursement from the treasurer 3. ASB ADVISORY SERVICES, LLC POSITION: Employee NATURE: I will act as a registered investment advisor, assisting clients with money they are investing in the market. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/09/2026 ADDRESS: 6120 Havelock Ave, Lincoln NE 68507, United States DESCRIPTION: Meet with clients, review accounts, make recommendations regarding their retirement portfolio
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-04 |
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