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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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 04/2009 | Present |
| Foster Financial Group | Dallas | TX | 05/1987 | Present |
| Planned Benefits Inc | Dallas | TX | 05/1987 | 11/2018 |
| Canvas Financial | Dallas | TX | 08/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Shawn Foster Financial Group, Llc | Dallas | TX | 02/2025 | Present |
FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELL NON-VARIALBE INSURANCE PRODUCTS; ASSOCIATE; START DATE=05/1987; HRS/MO=20; TRADING HRS/MO=20; FIXED INSURANCE SALES AND SERVICE * 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; Agent; start date=08/2018; hrs/mo=0; trading hrs/mo=0; agent for LLC under DBA shell * Sleeper Sewell Insurance Services, Inc.; 12400 Colt Rd Ste 1100, Dallas TX 75251; non-inv rel; sell group health insurance and other group benefits; Associate; start date=11/2013; hrs/mo=8; trading hrs/mo=8; fixed insurance sales and service, group health insurance * Shawn Foster Financial Group, LLC; inv rel; same as branch; Financial Advisory; Owner; start date=02/2025; hrs/mo=180; trading hrs/mo=160; Manage books and taxes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-29 |
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