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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1260 Valley Forge Rd. Ste 107, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Llc | Jenkintown | PA | 11/2015 | 11/2016 |
| Ameritas Investment Corp | Lincoln | NE | 11/2016 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 11/2016 | Present |
| Premier Planning Group, Inc | Phoenixville | PA | 11/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
*PREMIER PLANNING GROUP, INC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; DIRECTOR OF WEALTH MANAGEMENT; START DATE=11/2016; HRS/MO=160; TRADING HRS/MO=120; AIDING IN THE DAY TO DAY ADVISORY OF BRANCH CLIENT ACCOUNTS AND PROVIDING FINANCIAL GUIDANCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
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