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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 11/2000 | Present |
| Walla Street Wealth Management, Inc. | Overland Park | KS | 01/2000 | Present |
| Ameritas Financial Center | Overland Park | KS | 05/1999 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Envision Wealth Network | Overland Park | KS | 02/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS; AGENT; START DATE=05/1999; HRS/MO=160; TRADING HRS/MO=130; INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS * Walla Street Wealth Management, Inc.; same as branch; inv rel; DBA for all financial services; Owner; start date=01/2000; hrs/mo=160; trading hrs/mo=120; DBA for all financial services * R.W. Engineering, Inc.; non inv rel; 10000 W 75th St, Ste 200, Shawnee Mission, KS 66204; industrial equipment sales; Owner; start date=01/2023; hrs/mo=40; trading hrs/mo=40; managing business operations * Envision Wealth Network; same as branch; inv rel; marketing organization; Agent; start date=02/2024; hrs/mo=0; trading hrs/mo=0; independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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