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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-15
PA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-07-15
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

1260 Valley Forge Rd. Ste 107, Phoenixville, PA 19460 • 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
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
  • 06/2006 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/2004 → Present
    Premier Planning Group
    Phoenixville, PA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-22
  • S66 Uniform Combined State Law Examination
    2003-01-22

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