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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-06-29 |
| GA | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 04/2013 | 07/2021 |
| Cuna Brokerage Services | Waverly | IA | 04/2013 | 07/2021 |
| Ldi-Map Llc | Scottsdale | AZ | 02/2022 | 06/2022 |
| Ldintelligence | Scottsdale | AZ | 10/2021 | 06/2022 |
| Mutual Of Omaha | Omaha | NE | 07/2022 | 11/2023 |
| Voya | Woodstock | GA | 03/2024 | 06/2026 |
| Phillips Family Investors, Inc Dba Mosquito Shield Of Nw Atlanta | Woodstock | GA | 01/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2026 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 06/2026 | Present |
Phillips Family Investors DBA Mosquito Shield; SAME AS BRANCH; NON INV REL; MOSQUITO ABATEMENT; CO-OWNER; START DATE=12/2023; HRS/MO=1; TRADING HRS/MO=0; MOSQUITO ABATEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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