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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston 128 Companies | Sudbury | MA | 07/2007 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2007 | Present |
| Ameritas Life Insurance | Lincoln | NE | 07/2007 | Present |
| Ameritas Life Insurance Corp. Of New York | Suffern | NY | 07/2010 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Arch Wealth Management Llc | Sudbury | MA | 01/2018 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * BOSTON 128 COMPANIES; SAME AS BRANCH; INV REL; INSURANCE AND INVESTMENTS; PRESIDENT; START DATE=07/2007; HRS/MO=160; TRADING HRS/MO=120; SOLICIT NEW BUSINESS, WORK WITH EXISTING CLIENTS * Arch Property Group LLC; same as residence; non-inv rel; purpose of this LLC is to sell, develop, and/or lease real estate for commercial use, as well as any activities directly or indirectly related thereto and to engage in any other lawful act or activity for which a limited liability company may be formed under the laws of the Commonwealth of Massachusetts; Owner/Sole Proprietor; start date=05/2018; hrs/mo=2; trading hrs/mo=0; managing member-manage ongoing needs * Arch Wealth Management LLC; same as residence; non-inv rel; S Corporation holding company for insurance-related business-payroll and salaries are processed through this LLC; Managing Member; start date=01/2018; hrs/mo=1; trading hrs/mo=0; manage any ongoing needs * Millbrook II Condo Trust Association; same as branch; non-inv rel; business office park condo association; President; start date=02/2024; hrs/mo=1; trading hrs/mo=0; voting trustee (board votes on office park improvements and vendor relationships), attend monthly meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-25 |
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