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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-15
AZ RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-08-15
  • AZ RA
    APPROVED
    Since 2021-11-01

Branch Locations

510 N Humphreys St, Flagstaff, AZ 86001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2003 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 06/2002 → Present
    Benefit & Financial Strategies
    Flagstaff, AZ
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-17
S63 Uniform Securities Agent State Law Examination 2000-02-19
  • S66 Uniform Combined State Law Examination
    2004-11-17
  • S63 Uniform Securities Agent State Law Examination
    2000-02-19

View on SEC IAPD

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