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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-01 |
| NC | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston 128 Insurancy Agency Inc./Boston 128 Companies Inc. | Weston | MA | 02/2020 | Present |
| 3D Systems | Cary | NC | 06/2013 | 01/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2020 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Generations Wealth Management | Holly Springs | NC | 08/2024 | Present |
Boston 128 Insurancy Agency Inc./Boston 128 Companies Inc.; same as branch; inv rel; fixed insurance products; Sr. Account Executive; start date=02/2020; hrs/mo=60; trading hrs/mo=50; sales/service for fixed annuities and insurance products-specifically term and whole life * Generations Wealth Management; same as residence; inv rel; opened an LLC solely so I could retain the name-I have no intention to do business in the near-mid term future, but eventually would like to run my earnings through this separate entity; Owner; start date=08/2024; hrs/mo=0; trading hrs/mo=0; no duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
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