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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1260 Valley Forge Rd. Ste 107, Phoenixville, PA 19460 • 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 |
| Premier Planning Group | Phoenixville | PA | 01/1994 | 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 |
PREMIER PLANNING GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; 50% SHAREHOLDER/AGENT; START DATE=01/1994; HRS/MO=168; TRADING HRS/MO=168; MANAGE STAFF AND SELL FIXED INSURANCE * Premier Planning Properties; same as branch; non-inv rel; owns commercial property; Partner; start date=01/2010; hrs/mo=0; trading hrs/mo=0; no duties * 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 for idea sharing and overall direction of partnership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-15 |
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