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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
| VA | RA | APPROVED | 2021-11-01 |
Branch Locations
22608 Creighton Farms Drive, Leesburg, VA 20175 • United States
1101 Wootton Pkwy Ste 450, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | Present |
| Ameritas Life Insurance | Lincoln | NE | 06/2006 | Present |
| Wealth Advisors Group Llc | Rockville | MD | 03/1998 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WEALTH ADVISORS GROUP, LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=03/1998; HRS/MO=160; TRADING HRS/MO=120; SALES * Laughlin Financial Group; 38 E Washington Ste C, Kalispell MT 59808; non-inv rel; purchase of an automobile; Owner; start date=07/2024; hrs/mo=1; trading hrs/mo=0; ownership of an automobile
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
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