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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

6355 S 56Th St, Lincoln, NE 68516 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp Lincoln NE 04/2012 03/2018
Ameritas Investment Corp Lincoln NE 05/2012 Present
Americinn Lodge & Suites Lincoln NE 02/2018 02/2018
Central Financial Services Lincoln NE 03/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
B&P Authentic Thai Llc Lincoln NE 08/2022 Present
Ameritas Wealth Advisors Lincoln NE 09/2022 Present
Doordash/Ubereats Lincoln NE 02/2023 Present
  • 04/2012 → 03/2018
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2012 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 02/2018 → 02/2018
    Americinn Lodge & Suites
    Lincoln, NE
  • 03/2018 → Present
    Central Financial Services
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 08/2022 → Present
    B&P Authentic Thai Llc
    Lincoln, NE
  • 09/2022 → Present
    Ameritas Wealth Advisors
    Lincoln, NE
  • 02/2023 → Present
    Doordash/Ubereats
    Lincoln, NE
Other Businesses

Taos Card Shop; same as residence; non-inv rel; buy collectible cards and resell them online; Owner; start date=03/2017; hrs/mo=20; trading hrs/mo=0; manage card collection, buy cards and list them online for resale, establish prices at which cards are to be sold * Central Financial Services; same as branch; inv rel; offers securities and investment advice through AIC, also offers insurance through various carriers; Securities Coordinator; start date=03/2018; hrs/mo=160; trading hrs/mo=160; field principal for the agency-review paperwork prior to submission to AIC, conduct rep interviews, facilitate the registration process for new reps, handle other duties as assigned ranging from monthly production reporting to one-off projects * B&P Authentic Thai LLC; same as residence; non-inv rel; owns and operates a Thai restaurant; Owner; start date=08/2022; hrs/mo=40; trading hrs/mo=0; I take care of all the taxes, payroll, insurance, bills, purchasing supplies, etc. for the restaurant * Ameritas Wealth Advisors; same as branch; inv-rel; AIC securities sales and insurance sales; Field Supervising Principal; start date=09/2022; hrs/mo=160; trading hrs/mo=160; Field principal, review paperwork and forward on to AIC, involved in compliance issues that affect the agency, general support for our AIC reps * DoorDash/UberEats; non inv rel; same as residence; food delivery service; Driver; start date=02/2023; hrs/mo=80; trading hrs/mo=0; pick up food that customers ordered and deliver it to them

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-23
  • S66 Uniform Combined State Law Examination
    2018-04-23

View on SEC IAPD

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