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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-15 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
1260 Valley Forge Rd. Ste 107, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Premier Planning Group | Phoenixville | PA | 06/2004 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *PREMIER PLANNING GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; AGENT; START DATE = 06/2004; HRS/MO = 240; TRADING HRS/MO = 140; SALES; *PREMIER PLANNING PROPERTIES; SAME AS BRANCH; NON-INV REL; LLC OWNS THE BUILDINGS THAT OUR OFFICE IS LOCATED IN; PARTNER; START DATE = 05/2005; HRS/MO = 0; TRADING HRS/MO = 0; NO DUTIES * PREMIER PLANNING PARTNERS; NON INV REL; 221 E 4TH ST STE 405, CINCINNATI, OH 45202; MARKETING ORGANIZATION; PARTNER; START DATE=05/2023; HRS/MO=8; TRADING HRS/MO=8; COLLABORATE WITH OTHER PARTNERS FOR IDEA SHARING AND OVERALL DIRECTION OF PARTNERSHIP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-22 |
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