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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-09 |
| NE | RA | APPROVED | 2024-06-14 |
Branch Locations
1303 Andrews Drive Suite A, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Norfolk | NE | 09/2023 | 06/2024 |
| Northeast Community College | Norfolk | NE | 10/2021 | 12/2023 |
| Norfolk Police Division | Norfolk | NE | 11/2019 | 10/2021 |
| Ffa Security | Lincoln | NE | 09/2021 | 11/2021 |
| O'NEill Police Department | O'NEill | NE | 07/2017 | 11/2019 |
| Norfolk Regional Center | Norfolk | NE | 10/2016 | 07/2017 |
| Northeast Nebraska Juvenile Services | Madison | NE | 10/2014 | 10/2016 |
| Insight Financial Planning | Norfolk | NE | 12/2023 | 01/2024 |
| Securities America Advisors | Norfolk | NE | 01/2024 | 06/2024 |
| Osaic Wealth, Inc. | Norfolk | NE | 06/2024 | Present |
1. INSIGHT FINANCIAL PLANNING POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 1/2014 - LOCATED AT 1303 ANDREWS DR STE ANORFOLK NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 12/04/2023 ADDRESS: 1303 Andrews Dr, Suite A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-18 |
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