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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
3225 Turtle Creek Blvd. Suite 1648, Dallas, TX 75219 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iams Wealth Management | Omaha | NE | 04/2023 | Present |
| Independent Insurance Agent | Dallas | TX | 04/2023 | Present |
| Simply Disciples Incorporated | Dallas | TX | 01/2022 | Present |
| Launch Global | Edmond | OK | 06/2021 | 06/2022 |
| Austin Dermatologic Surgery | Austin | TX | 10/2020 | 06/2021 |
| Amazon | Austin | TX | 06/2020 | 10/2020 |
| The University Of Texas - Austin | Austin | TX | 08/2016 | 06/2020 |
Independent Insurance Agent; Agent; Dallas, TX; 04/2023; Life, Health, Disability, Lon-Term Care Insurance and Annuities; 110 hours/month; 60 hours/month during securities trading hours. Simply Disciples Incorporated; Dallas, TX, President; 01/2022; 20 hours/month; 5 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-29 |
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