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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster-Cary Agency | Dallas | TX | 01/1987 | 12/2016 |
| Ameritas Investment Corp | Lincoln | NE | 09/2000 | Present |
| Foster Financial Llc | Dallas | TX | 01/1987 | 10/2021 |
| Prepaid Legal Casualty Insurance | Dallas | TX | 09/2003 | Present |
| Sleeper Sewell Insurance Services, Inc. | Dallas | TX | 11/2013 | 10/2024 |
| Eagil Financial Group Llc | Woodcliff | NJ | 04/2015 | 09/2019 |
| Canvas Financial | Dallas | TX | 08/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Foster Financial Group | Dallas | TX | 09/2000 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * EXIT PLANNING; SAME AS BRANCH; INV REL; AID BUSINESS OWNERS W/BUSINESS SUCCESSION PLANNING; SOLE PROPRIETOR; START DATE=2008; HRS/MO=2-3; TRADING HRS/MO=1-2; HELP BUSINESS OWNERS W/ PLANNING FOR EXIT FROM THEIR BUSINESS * STRATEGIC IMPACT BOARD; PO BOX 830337, RICHARDSON, TX; NON-INV REL; CHRISTIAN MINISTRY BOARD MEMBER; SEC/TREAS; START DATE=2008; HR/MO=1-2; TRADING HRS/MO=0; * BenefitsTexas; 5420 LBJ Freeway Ste 295, Dallas TX 75240; non-inv rel; group benefits; Agent; start date=08/2017; hrs/mo=6; trading hrs/mo=4; group benefit sales * Canvas Financial; same as branch; inv rel; new organization with AIC effective 8/1/2018 that combines six different firms that are already with AIC, shell DBA used for marketing and firm consolidation purposes; CFP; start date=08/2018; hrs/mo=4; trading hrs/mo=4; CFP for LLC under DBA shell * Welcome Funds Inc; 6001 Broken Sound Pkwy Ste 320, Boca Raton FL 33487; inv rel; helping my client sell his Pacific Life insurance policies-he doesn't want to keep paying premiums and no longer needs life insurance; Insurance Agent; start date=03/2019; hrs/mo=0; trading hrs/mo=0; assisting client with selling his life insurance policies * Foster Financial Group; Same as Branch; inv-rel; Wealth Management; Certified Financial Planner, Financial Advisor; start date=09/2000; hrs/mo=160; trading hrs/mo=160; Working with successful individuals and families to protect their legacies, make working for money optional and, for some of them, helping them with Charitable Planning strategies to redirect tax dollars to causes they care about.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-29 |
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