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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| IL | RA | APPROVED | 2021-11-01 |
Branch Locations
7800 N Sommer St Ste 420, Peoria, IL 61615 • United States
11595 N. Meridian St. Suite 870, Carmel, IN 46032 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Isi Companies | Peoria | IL | 12/2020 | 06/2022 |
| Knox College | Galesburg | IL | 12/2013 | 12/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2021 | Present |
| Ameritas Life Insurance | Lincoln | NE | 02/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| National Financial Group | Peoria | IL | 07/2022 | Present |
65 Locust LLC; same as residence; non-inv rel; family owned rental real estate LLC; General Partner; start date=07/2015; hrs/mo=10; trading hrs/mo=0; oversee all aspects of owning rental real estate property * Giacobazzi Income Tax, Inc; 4930 N Executive Dr, Peoria IL 61614; non-inv rel; tax services; no position; start date=07/2022; hrs/mo=0; trading hrs/mo=0; partner with the tax office on some clients-I don't work for the tax office * National Financial Group, Inc; same as branch; inv rel; investment and insurance services; Agent; start date=07/2022; hrs/mo=40; trading hrs/mo=40; provide comprehensive investment and insurance services to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-02 |
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