Stephen Lawrence Mathiason

Current Employers

Employment History

• 09/2011 → 01/2017
  Ameritas Investment Corp
  Lincoln, NE
• 09/2011 → 01/2017
  Ameritas Life Insurance
  Lincoln, NE
• 05/1988 → Present
  Mathiason Financial Services
  Bellaire, TX
• 11/2015 → Present
  Kelly Francis Publishing
  Bellaire, TX
• 01/2017 → Present
  Equity Services, Inc.
  Montpelier, VT
• 12/2016 → Present
  National Life Group
  Bellaire, TX

Previous Registrations

• 2011-10-06 → 2017-01-13
  Ameritas Investment Company, Llc
  Bellaire, TX
  Lincoln, NE
  Cedar Park, TX
• 2004-11-15 → 2011-10-06
  Oneamerica Securities, Inc.
  Bellaire, TX
  Austin, TX
  Austin, TX
• 2003-04-03 → 2004-11-01
  Carillon Investments, Inc.
  Houston, TX
• 1999-06-10 → 2002-12-09
  Waddell & Reed
  Houston, TX

Other Businesses

*MATHIASON FINANCIAL SERVICES; 5555 WEST LOOP SOUTH, SUITE 325, BELLAIRE, TX 77401; INV REL; DEC 2016. FIXED, TRADITIONAL LIFE, HEALTH, DISABILITY AND LONG TERM CARE INSURANCE; PRESIDENT; 40 HRS/MO. DURING TRADE HRS. SALE AND SERVICE OF TRADITIONAL INSURANCE PRODUCTS *KELLY FRANCIS PUBLISHING; 5555 WEST LOOP SOUTH, SUITE 325, BELLAIRE, TX 77401; NOT INV REL; NOV 2015. PUBLICATION OF BOOKS AND MAGAZINES-NON BUSINESS RELATED. 4 HRS/MO. NOT DURING TRADE HRS. *NATIONAL LIFE GROUP. 5555 WEST LOOP SOUTH, SUITE 325, BELLAIRE, TX 77401. INV REL. DEC 2016. SELLING LIFE INS AND FIXED ANNUITIES. AGENT. DURING TRADE HRS*GULF COAST LACROSSE ASSOCIATION,2717 MAPLE LANE,PEARLAND,TX 77584,06/25/2019,ONGOING,NOT INV REL,MEN'S CLUB LACROSSE LEAGUE,COMMISSIONER,ORGANIZE TEAMS,SCHEDULE GAMES,NOT DURING TRD/HRS,0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-25
• S63 Uniform Securities Agent State Law Examination
  1989-07-11

Other Names

• Steve Mathiason