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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 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 | 04/2013 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2013 | Present |
| 2020 Financial Advisers | Exeter | CA | 04/2013 | 12/2018 |
| 20/20 Capital Management | Costa Mesa | CA | 11/2015 | 12/2018 |
| Canvas Financial | Exeter | CA | 09/2018 | Present |
| Harvest Wealth Group | Exeter | CA | 01/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Canvas Financial; same as branch; inv rel; financial advisors; Associate Advisor; start date=09/2018; hrs/mo=170; trading hrs/mo=100; support for Garrett German-meeting preparation, trading * Harvest Wealth Group; same as branch; inv rel; financial planning, insurance and investments; Associate Financial Advisor/Insurance Agent; start date=01/2019; hrs/mo=160; trading hrs/mo=160; assist primary advisor Garrett German with servicing his existing client base, prepare financial plans
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
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