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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-01 |
| NY | 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 | 11/2009 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 11/2009 | Present |
| Independent Financial Solutions | Matawan | NJ | 12/2009 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 07/2009 | Present |
| Strategic Alliance Partners | Garden City | NY | 10/2019 | 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; FIXED INSURANCE/HEALTH INSURANCE/FIXED ANNUITIES; PRESIDENT; START DATE=12/2009; HRS/MO=100; TRADING HRS/MO=100; FIXED INSURANCE/HEALTH INSURANCE/FIXED ANNUITIES * Strategic Alliance Partners; same as branch; inv rel; fixed insurance marketing agency; Managing Partner; start date=10/2019; hrs/mo=12; trading hrs/mo=12; recruit, train and develop fixed insurance brokers and agents for various carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-28 |
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