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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Commonwealth Bank | Indiana | PA | 04/2016 | 09/2024 |
| Infinex Investments, Inc. | Meriden | CT | 04/2016 | 09/2024 |
| Ameritas Investment Company, Llc. | Indiana | PA | 10/2024 | Present |
| Upstreet Financial Advisors | Indiana | PA | 09/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2026 | Present |
Upstreet Financial Advisors; inv rel; same as branch; Financial services; Agent; start date=9/2024; hrs/mo=200; trading hrs/mo=130; Providing insurance solutions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-08 |
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