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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
Jeff Heard And Associates, Inc. 305 Douglas Ave, Altamonte Spg, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 10/2002 | Present |
| Estate & Business Planning Group | Altamonte Springs | FL | 01/1997 | Present |
| Jeff Heard And Associates, Inc | Altamonte Springs | FL | 04/1997 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * JEFF HEARD AND ASSOCIATES, INC; SAME AS BRANCH; INV REL; S-CORPORATION FOR FINANCIAL ADVISING AND INSURANCE BUSINESS; PRESIDENT; START DATE=04/1997; HRS/MO=210; TRADING HRS/MO=140; FINANCIAL ADVISOR * ESTATE & BUSINESS PLANNING GROUP; SAME AS BRANCH; INV REL; LIFE INSURANCE, FINANCIAL ADVISING AND LTC; PARTNER; START DATE=01/1997; HRS/MO=200; TRADING HRS/MO=200; LIFE INSURANCE, FINANCIAL ADVISING AND LTC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-03 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-22 |
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