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Account
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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 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
1260 Valley Forge Rd. Ste 107, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Premier Planning Group | Phoenixville | PA | 07/1993 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2010 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Licensed as an Independent Insurance Agent to sell fixed Insurance Products * PREMIER PLANNING GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; OWNER/AGENT; START DATE=07/1993; HRS/MO=40; TRADING HRS/MO=40; MANAGE STAFF AND SELL FIXED INSURANCE * PREMIER PLANNING PARTNERS, LLC; NON INV REL; 221 E 4TH ST STE 405, CINCINNATI, OH 45202; MARKETING ORGANIZATION; PARTNER; START DATE=05/2023; HRS/MO=8; TRADING HRS/MO=8; COLLABORATE WITH OTHER PARTNERS AND MANAGER FOR IDEA SHARING AND OVERALL DIRECTION OF THE PARTNERSHIP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-28 |
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