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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-17 |
| NE | RA | APPROVED | 2022-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2011 | 07/2018 |
| Ameritas Investment Corp | Lincoln | NE | 04/2012 | 07/2018 |
| Insource | Omaha | NE | 09/2014 | 07/2017 |
| Tax Favored Benefits | Fremont | NE | 07/2017 | 07/2018 |
| Investment Advisors, Inc | Fremont | NE | 08/2017 | 07/2018 |
| Farm Bureau Financial Services | Lincoln | NE | 07/2018 | 02/2022 |
| Fbl Marketing Services Llc | West Des Moines | IA | 07/2018 | 02/2022 |
| Poulosky & Associates/Afc | Lincoln | NE | 01/2022 | 09/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2022 | Present |
| Ameritas Insurance Corp | Lincoln | NE | 01/2022 | Present |
| Ameritas Wealth Advisors | Lincoln | NE | 09/2022 | Present |
| Envision Wealth Network | Lincoln | NE | 01/2022 | Present |
AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; FINANCIAL SALES; AVP; START DATE=09/2022; HRS/MO=160; TRADING HRS/MO=160; SALES OF LIFE, DI AND ANNUITIES, AGENCY SUPPORT * ENVISION WEALTH NETWORK, INV REL; SAME AS BRANCH; FINANCIAL SERVICES; AVP, IAR; START DATE=01/2022; HRS/MO=0; TRADING HRS/MO=0; INDIRECTLY AFFILIATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-17 |
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