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500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-07 |
| NE | RA | APPROVED | 2026-06-26 |
Branch Locations
500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 02/2016 | 03/2021 |
| Ameritas Financial Center | Omaha | NE | 02/2016 | 03/2021 |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2016 | 03/2021 |
| Nebraska Wealth Planning | Omaha | NE | 10/2016 | 03/2020 |
| Heartland Institute Of Financial Education | Omaha | NE | 10/2016 | 03/2021 |
| Summit Insurance Group, Llc | Omaha | NE | 04/2018 | 03/2021 |
| Nebraska Realty | Omaha | NE | 04/2018 | 12/2023 |
| Summit Mortgage Group, Llc | Omaha | NE | 03/2020 | 03/2021 |
| Summit Financial Group | Omaha | NE | 03/2020 | 03/2021 |
| Ria Advisory Group, Llc | Omaha | NE | 04/2021 | Present |
Adams Properties; Omaha, NE; non-inv rel; rental properties rented to other people; Owner; start date=05/2010; hrs/mo=0; trading hrs/mo=0; find renters and collect monthly rent * * Nebraska Realty; 17117 Burt St, Omaha NE 68118; non-inv rel; real estate sales; Salesperson; start date=10/2018; hrs/mo=5; trading hrs/mo=0; sell houses. Owner; Forty Ten Properties; Is the business investment related: No; Location of the business: 7507 N 124th Omaha Nebraska 68142 United States; Description of the business: Update name of current Adams Properties. Adams properties need to be canceled.; Responsibilities Duties: Owner; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-09 |
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