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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
38 Keyes Ave Ste 125, San Francisco, CA 94129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Flutist | Fairfield | OH | 01/1993 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Trinity Episcopal Church | Hamilton | OH | 02/2023 | Present |
| Boom Planning | San Francisco | CA | 05/2023 | Present |
| Canvas Financial | San Francisco | CA | 05/2023 | Present |
FLUTIST; SAME AS RESIDENCE; NON-INV REL; FREELANCE FLUTIST, TEACH FLUTE LESSONS, PLAY WEDDINGS, CHURCH, PLAY IN ORCHESTRA; OWNER; START DATE=01/1993; HRS/MO=15; TRADING HRS/MO=0; TEACH FLUTE LESSONS AND/OR PERFORM IN MUSICAL OPPORTUNITIES * Mary Kay Independent Beauty Consultant; same as residence; non-inv rel; skincare and beauty products; Independent Beauty Consultant; start date=04/2021; hrs/mo=10; trading hrs/mo=0; I use these products myself and primarily am a consultant for the discount it gets me on my own purchases, but I do have the ability to sell the products to family, friends and other people. If I sell products to other people I will earn a portion of the sales proceeds as a commission or rebate from Mary Kay. * Trinity Episcopal Church; non inv rel; 115 N 6th St, Hamilton, OH 45011; church; Music Director; start date=02/2023; hrs/mo=25; trading hrs/mo=0; provide music for the worship services held at the church * BOOM PLANNING; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; EMPLOYEE; START DATE=05/2023; HRS/MO=160; TRADING HRS/MO=160; OPERATIONS MANAGER *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
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