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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
10715 Gulfdale St Ste 225, San Antonio, TX 78216 • 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 |
|---|---|---|---|---|
| Texas Hill Country Financial Services, Llc | Wimberley | TX | 10/2004 | Present |
| Ameritas Investment Corp | Lincoln | NE | 01/2007 | Present |
| Granite Financial Solutions, Llc | Wimberley | TX | 09/2012 | Present |
| Gfs Financial Solutions, Llc | San Antonio | TX | 01/2015 | Present |
| Pilot Catastrophe | Mobile | AL | 06/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TEXAS HILL COUNTRY FINANCIAL SERVICES, LLC; SAME AS RESIDENCE; INV REL; DBA FOR MY INSURANCE BUSINESS; EMPLOYEE; START DATE=10/2004; HRS/MO=40; TRADING HRS/MO=40; INSURANCE AND ANNUITY SALES, DISABILITY AND LONG-TERM CARE INSURANCE SALES * BLANCO CHAMBER OF COMMERCE; 312 PECAN ST, BLANCO TX; NON-INV REL; CHAMBER OF COMMERCE; SECRETARY; START=09/2007; HRS/MO=8-10; TRADING HRS/MO=8-10; ATTEND MEETINGS, RECORD MINUTES AND PRESENT THEM AT MEETINGS * GRANITE FINANCIAL SOLUTIONS, LLC; SAME AS RESIDENCE; INV REL; FINANCIAL PLANNING; FINANCIAL CONSULTANT; START DATE=09/2012; HRS/MO=40; TRADING HRS/MO=40; PROSPECTIVE CLIENT CONTACT AND FOLLOW-UP, FINANCIAL PLANNING AND PRESENTATION, PRODUCT PRESENTATION, PRODUCT SALES SPECIFIC TO THE PARTICULAR CLIENTS' NEEDS, CLIENT FOLLOW-UP AND REVIEW * GFS FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; LIFE INSURANCE AND ANNUITIES PLACEMENT; ASSOCIATE; START DATE=01/2015; HRS/MO=200; TRADING HRS/MO=160; CLIENT ACQUISITION, SALES OF FINANCIAL PRODUCTS PER CLIENT PROFILE AND NEED * Pilot Catastrophe; 1055 Hillcrest Ste B1, Mobile AL 36695; non-inv rel; property insurance adjusting-Pilot is a company that is hired by property insurance companies to provide adjusters and ladder assists when the need arises; Ladder Assist; start date=06/2019; hrs/mo=200; trading hrs/mo=160; outside insurance adjusters need someone to climb onto the roofs of the damaged property they're adjusting-the ladder assist climbs onto the roofs and scopes out the damages or lack thereof and reports all information to the outside adjuster
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-07 |
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