Robert Kathman Masson

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2008 → Present
  Swrj Benefits Entity Dba Netchex Benefits
  La Place, LA
• 10/2003 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/2012 → 10/2019
  Netchex
  La Place, LA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 02/2021 → Present
  Southern Medical Association Services Inc.
  Birmingham, AL
• 11/2022 → Present
  Regions Institutional Trust
  Madisonville, LA

Previous Registrations

• 2003-07-17 → 2004-09-30
  The Advisors Group, Inc.
  Mandeville, LA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * SWRJ BENEFITS ENTITY DBA NETCHEX BENEFITS; SAME AS BRANCH; INV REL; BENEFITS AND BENEFIT ADMINISTRATION SERVICES; PARTNER; START DATE=6/2008; HRS/MO=160; TRADING HRS/MO=160; MANAGEMENT, SALES AND SERVICE TO OUR CLIENTS * SOUTHERN MEDICAL ASSOCIATION; NON-INV REL; MANAGE MEMBER PRODUCTS IN LIFE AND DISABILITY INSURANCE; DIRECTOR OF FINANCIAL PRODUCTS; START DATE=02-2021; HRS/MO=160; MANAGEMENT, LIFE INSURANCE AND DISABLITY PRODUCT OFFERINGS TO MEMBERS * REGIONS INSTITUTIONAL TRUST; NON INV REL; 412 KNOTTY PINE CT, MADISON, LA 70447; FINANCIAL ACCOUNTING; RELATIONSHIP CONSULTANT; START DATE=11/2022; HRS/MO=160; TRADING HRS/MO=160; SERVICING AND DAILY ADMINISTRATION MAINTAINING CLIENT ACCOUNTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-19
• S63 Uniform Securities Agent State Law Examination
  1999-11-16