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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-05
VA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-01-05
  • VA RA
    APPROVED
    Since 2021-11-01

Branch Locations

6479 Main St, The Plains, VA 20198 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → Present
    Ics Financial, Inc
    The Plains, VA
  • 04/2016 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 04/2016 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 01/2017 → Present
    Ics Financial Group, Inc.
    The Plains, VA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2015-04-27 → 2016-03-24
    Curian Capital, Llc
    Franklin, TN
    Denver, CO
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-01-27
S65 Uniform Investment Adviser Law Examination 2015-04-27
  • S63 Uniform Securities Agent State Law Examination
    2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2015-04-27
Other Names
  • Regan Washer

View on SEC IAPD

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