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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 04/2016 | 03/2018 |
| Compass Wealth Management Llc | Amelia | OH | 04/2018 | 01/2020 |
| Ameritas Investment Corp | Lincoln | NE | 05/2019 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Premier Planning Group; same as branch; inv rel; life insurance, annuities and disability insurance; Agent; start date=06/2019; hrs/mo=180; trading hrs/mo=180; responsible for selling and servicing contracts for life insurance, annuities and disability insurance * Medicare Sales; same as branch; non inv-rel; help people understand medicare options; Independent Sales Rep; start date=01/2022; hrs/mo=10; trading hrs/mo=5; help people turning 65 understand what their medicare options are, discussing differences between medicare supplements and medicare advantage
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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