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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | 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 | 08/2008 | Present |
| Martinez Agency | Escondido | CA | 03/2007 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 09/2008 | Present |
| Martinez & Winter | Escondido | CA | 02/2007 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MARTINEZ AGENCY; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES; AGENT; START DATE=03/2007; HRS/MO=8-10; TRADING HRS/MO=8-10; FIXED INSURANCE SALES * Martinez & Winter; same as branch; inv rel; fixed insurance products; Agent; start date=02/2007; hrs/mo=100; trading hrs/mo=100; sales of fixed insurance products * DeLaRosa Plan Administration; same as branch; non-inv rel; added service to clients through my sole proprietorship-assisting in the preparation of informational returns for our client's retirement plans; Sole Proprietor; start date=09/2024; hrs/mo=4; trading hrs/mo=4; preparation of series 5500 informational retirement plan returns as a plan administrator with no compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-19 |
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