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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
401 Franklin Ave Ste 302, Westbury, NY 11590 • 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 | 12/2009 | Present |
| Ameritas Life Insurance | Lincoln | NE | 12/2009 | Present |
| Independent Financial Solutions | Garden City | NY | 06/2009 | Present |
| Integrated Wealth Solutions Inc | Westbury | NY | 01/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 12/2007 | Present |
| Empire Financial Partners | Westbury | NY | 07/2011 | 12/2016 |
| Integrated Hr, Inc | Garden City | NY | 09/2011 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INDEPENDENT FINANCIAL SOLUTIONS; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=06/2009; HRS/MO=10; TRADING HRS/MO=5; SELL INSURANCE * INTEGRATED WEALTH SOLUTIONS INC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; OWNER; START DATE=01/2006; HRS/MO=160; TRADING HRS/MO=160; SALES * G&I Realty Enterprises LLC; same as residence; non-inv rel; real estate holding company; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; maintain properties * Integrated Hr, Inc; same as residence; inv rel; sell health insurance and fixed insurance products; President; start date=09/2011; hrs/mo=10; trading hrs/mo=10; broker selling health insurance * Direct Care Carrier, LLC; 134 Poningo St, Port Chester NY 10573; non-inv rel; providing transportation for employees (aides) of home care agencies in New York, employer directed Uber-like transportation service; Partner; start date=06/2018; hrs/mo=5; trading hrs/mo=0; general management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-28 |
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