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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-15 |
| NC | RA | APPROVED | 2021-11-01 |
Branch Locations
101 S Elm St Ste 220, Greensboro, NC 27401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Southeast Financial Services, Inc | Greensboro | NC | 09/1989 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * SOUTHEAST FINANCIAL SERVICES INC; SAME AS BRANCH; INV REL; SALES OF INSURANCE AND INVESTMENT PRODUCTS; PRESIDENT; START DATE=09/1989; HRS/MO=168; TRADING HRS/MO=168; SALES AND SERVICE OF LIFE, DISABILITY, VARIABLE PRODUCTS, BROKERAGE ACCOUNT, RETIREMENT PLANS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-09 |
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