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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 12/2002 | Present |
| Wealth Management Services | Boise | ID | 11/2002 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WEALTH MANAGEMENT SERVICES; SAME AS BRANCH; INV REL; INVESTMENT ADVISOR REP; OWNER; START DATE=11/2002; HRS/MO=160; TRADING HRS/MO=150; NORMAL IAR DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
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