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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-05 |
| VA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ics Financial, Inc | The Plains | VA | 04/2016 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2016 | Present |
| Ameritas Investment Corp | Lincoln | NE | 04/2016 | Present |
| Ics Financial Group, Inc. | The Plains | VA | 01/2017 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
ICS FINANCIAL, INC; SAME AS BRANCH; INV REL; SELLING INSURANCE PRODUCTS; AGENT; START DATE=4/2016; HRS/MO=150; TRADING HRS/MO=150; GATHER CLIENTS, SET MEETINGS, GATHER INFORMATION, SELECT APPROPRIATE INSURANCE PRODUCTS * ICS Financial Group, Inc.; same as branch; inv rel; captures insurance commissions from agents that are closely affiliated with our agency-commissions are generated in the form of overrides or commissions earned from other agent's sales; Partner; start date=01/2017; hrs/mo=0; trading hrs/mo=0; there are no specific duties related to this activity-corporation was set up by our accountant to make bookkeeping easier * Rosemary Farm Corp.; same as residence; non-inv rel; owner of the farm that my family owns; Owner; start date=12/2016; hrs/mo=0; trading hrs/mo=0; owner only * ICS Financial Properties, LLC; no inv rel; same as branch; owns the building where my practice is located; Member; start date=04/2019; hrs/mo=1; trading hrs/mo=0; collect rent, manage utilities payments and other applicable bill, manage cashflow and books for the entity * County Board of Supervisor Seat Fauquier County Virginia; non inv rel; PO BOX 190, Marshall, VA 20116; Board of Directors for Fauquier County Virginia; Supervisor Seat - Marshall District; start date=01/2023; hrs/mo=12; trading hrs/mo=8; attending public hearings to vote on zoning changes, special exception permit requests, approving county budget annually, county ordinance changes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-27 |
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