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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 04/2007 | 02/2021 |
| Minnesota Life Insurance Company | St. Paul | MN | 01/2007 | 02/2021 |
| Heritage Financial Services | Omaha | NE | 01/2007 | 02/2021 |
| Booth & Associates Long Term Care Advisors | Omaha | NE | 12/1998 | 01/2020 |
| Ameritas Life Insurance | Lincoln | NE | 02/2020 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2021 | Present |
| Ameritas Financial Center | Omaha | NE | 02/2021 | 11/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Envision Wealth Network | Omaha | NE | 11/2022 | Present |
| Ameritas Wealth Advisors | Omaha | NE | 11/2022 | Present |
ENVISION WEALTH NETWORK; INV REL; SAME AS BRANCH; INSURANCE PRODUCTS; ADVISOR; START DATE=11/2022; HRS/MO=168; TRADING HRS/MO=168; SALES OF LIFE, HEALTH AND ANNUITY PRODUCTS * AMERITAS WEALTH ADVISORS; INV REL; SAME AS BRANCH; INSURANCE PRODUCTS; ADVISOR; START DATE=11/2022; HRS/MO=168; TRADING HRS/MO=168; SALE OF LIFE, HEALTH AND ANNUITY PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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