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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-03 |
| OH | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 11/2020 | 01/2022 |
| Atkins & Pearce, Inc. | Covington | KY | 07/2014 | 06/2020 |
| Unemployed | Crestview Hills | KY | 07/2020 | 10/2020 |
| Ironman Real Estate, Llc | Crestview Hills | KY | 06/2010 | Present |
| Stifel Nicolaus & Co Inc | Cincinnati | OH | 01/2022 | 02/2026 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2026 | Present |
| Premier Planning Group | Cincinnati | OH | 02/2026 | Present |
Premier Planning Group; same as branch; inv rel; full financial planning firm; Employee; start date=02/2026; hrs/mo=175; trading hrs/mo=145; duties associated with financial planning and office management * Ironman Real Estate, LLC; same as residence; non-inv rel; residential real estate lease to tenants; Partner; start date=06/2010; hrs/mo=5; trading hrs/mo=0; general maintenance upkeep, tenant communication
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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