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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| AZ | RA | APPROVED | 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 | 03/2003 | Present |
| Benefit & Financial Strategies | Flagstaff | AZ | 06/2002 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Benefit & Financial Strategies; same as branch; inv rel; company name that we all operate under for all our business, AIC or otherwise; Independent Agent; start date=06/2002; hrs/mo=160; trading hrs/mo=100; meet with prospective and existing clients, prepare financial plans and then implement any areas of concern such as investment portfolios, insurance products, employee benefit programs, etc., help with IT and marketing for the firm as I'm able/time allows * Rental Property; 605 W Tombstone Ave, Flagstaff AZ 86001; non-inv rel; wife and I own this single-level rental property-manage it ourselves; Owner; start date=08/2006; hrs/mo=3; trading hrs/mo=0; find and select new tenants, repairs of property, leases and renewals, exterior maintenance, etc. * 510 N Humphreys LLC; same as branch; non-inv rel; Bill Morrison and I are buying a building together that we'll be moving our practice to; Partner; start date=05/2019; hrs/mo=2; trading hrs/mo=2; responsible for all structural maintenance and upkeep, either directly or by hiring vendors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-19 |
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