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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-15 |
Branch Locations
Midlothian, VA • United States
8807 Indian Hills Drive, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Glen Allen | VA | 09/2024 | 12/2024 |
| Massmutual Life Insurance Company | Glen Allen | VA | 02/2024 | 12/2024 |
| Allstate Benefits | Jacksonville | FL | 07/2022 | 12/2023 |
| Reliance Standard | Philadelphia | PA | 10/2020 | 06/2022 |
| Guardian Life Benefits | Bethlehem | PA | 08/2012 | 10/2020 |
| Unemployed | Midlothian | VA | 01/2024 | 02/2024 |
| Sequent Planning, Llc | Midlothian | VA | 04/2025 | Present |
| Person Centered Financial, Llc | Midlothian | VA | 01/2022 | Present |
1) PERSON CENTERED FINANCIAL, LLC - OWNER AND PRINCIPAL. 1/2022 TO PRESENT. INVESTMENT RELATED. INSURANCE AGENT OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS THROUGH PERSON CENTERED FINANCIAL, LLC. 160 HRS/MONTH SPENT ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. 1420 WINTERFIELD PL., MIDLOTHIAN, VA 23113.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-17 |
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