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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1877 S Federal Highway Ste 210, Boca Raton, FL 33432 • 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 | 10/2003 | Present |
| Lawless Edwards & Warren Llc | Boca Raton | FL | 07/1995 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 06/2006 | Present |
| Ccg Advisors | Boca Raton | FL | 01/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Ovation Home Insurance Reciprocal Exchange | Boca Raton | FL | 11/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS - APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * LAWLESS EDWARDS & WARREN LLC; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; OWNER; START DATE=07/1995; HRS/MO=120; TRADING HRS/MO=120; PARTNER/PRODUCER/ADVISOR * CCG Advisors; same as branch; non-inv rel; investment banker; Referral Source; start date=03/2016; hrs/mo=4; trading hrs/mo=4; refer clients and other business owners to CCG who are looking for a business transition solution * dba Ovation Home Insurance Reciprocal Exchange; non inv rel; 903 NW 65th St Ste 200, Boca Raton, FL 33487; Home insurance; Board Member; start date=12/2023; hrs/mo=5; trading hrs/mo=0; Advisory board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-06 |
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