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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-08 |
Branch Locations
12120 Port Grace Blvd Ste 101, La Vista, NE 68128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Communication Solutions | Lincoln | NE | 01/2020 | 03/2020 |
| Unemployed | Lincoln | NE | 04/2020 | 06/2020 |
| University Of Nebraska-Lincoln | Lincoln | NE | 07/2020 | Present |
| Ameritas | Lincoln | NE | 05/2021 | 05/2022 |
| Insource Financial Advisors | La Vista | NE | 05/2022 | Present |
| The Experience Company | Lincoln | NE | 01/2021 | 12/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2024 | Present |
| Unemployed | Lincoln | NE | 10/2013 | 12/2019 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2024 | Present |
INSOURCE FINANCIAL ADVISORS; SAME AS BRANCH; INV REL; INSURANCE & ANNUITY SALES; EMPLOYEE; START DATE=05/2022; HRS/MO=80; TRADING HRS/MO=75; ADMIN DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-31 |
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