Best Investors Account Sign in
Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

5900 O Street, Lincoln, NE 68510 • United States

Gretna, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lucia Securities, Llc San Diego CA 04/2009 03/2018
Lucia Wealth Services , Llc San Diego CA 04/2010 03/2018
Lcm Investment Management, Llc San Diego CA 03/2012 03/2018
Validus Growth Investors, Llc San Diego CA 11/2016 03/2018
Ameritas Investment Corp Lincoln NE 03/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 04/2009 → 03/2018
    Lucia Securities, Llc
    San Diego, CA
  • 04/2010 → 03/2018
    Lucia Wealth Services , Llc
    San Diego, CA
  • 03/2012 → 03/2018
    Lcm Investment Management, Llc
    San Diego, CA
  • 11/2016 → 03/2018
    Validus Growth Investors, Llc
    San Diego, CA
  • 03/2018 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2013-04-01 → 2018-04-12
    Pinhook Capital, Llc
    San Diego, CA
  • 2010-04-14 → 2018-04-04
    Lucia Capital Group
    San Diego, CA
  • 2007-10-05 → 2011-12-15
    Raymond J. Lucia Companies, Inc.
    San Diego, CA
  • 2003-05-12 → 2007-10-09
    Securities America Advisors, Inc.
    San Diego, CA
    Omaha, NE
Other Businesses

Property Rental; same as residence; non-inv rel; rental of farm and pasture land; Owner; start date=06/2019; hrs/mo=1; trading hrs/mo=0; leasing land to local farmers/ranchers, some responsibilities based upon lease agreement as to upkeep of property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-21
  • S66 Uniform Combined State Law Examination
    2001-06-21
Other Names
  • Theresa Jean Hale
  • Theresa J Ochs

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lincoln, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor