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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2005 | 04/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2005 | 04/2019 |
| Swift Kennedy Insurance Group | Dubois | PA | 04/2005 | Present |
| Western Pa Fin Ctr Dba Ameritas Fin Srvs Of Wpa | Dubois | PA | 07/2015 | Present |
| Woodbury Financial Services Inc | Dubois | PA | 04/2019 | 01/2024 |
| Osaic Wealth, Inc. | Dubois | PA | 01/2024 | Present |
1) INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: Licensed as an independent insurance agent for the purpose of selling fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 04/18/2005 ADDRESS: 100 Meadow Lane, Dubois PA 15801, United States DESCRIPTION: Selling fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-28 |
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