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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tulsa | OK | 01/2019 | 06/2019 |
| Regent Bank | Tulsa | OK | 06/2018 | 01/2019 |
| Oklahoma State University | Stillwater | OK | 08/2017 | 05/2018 |
| Anspire | Tulsa | OK | 01/2016 | 08/2017 |
| Oklahoma State University | Stillwater | OK | 08/2014 | 05/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2019 | Present |
| Ameritas Investment Corp | Lincoln | NE | 09/2019 | Present |
| Concierge Care Llc | Tulsa | OK | 07/2019 | 10/2021 |
| Midtown Wealth Management | Tulsa | OK | 10/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Storm Capital Llc | Tulsa | OK | 06/2024 | Present |
| Stormshield Roofing & Contracting Llc | Broken Arrow | OK | 05/2026 | Present |
Midtown Wealth Management ; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES; AGENT; START DATE=10/2021; HRS/MO=180; TRADING HRS/MO=120 * Storm Capital LLC; same as branch; inv-rel; Individual and group health insurance; Owner; start date=06/2024; hrs/mo=40; trading hrs/mo=40; insurance broker * StormShield Roofing & Contracting LLC; non inv rel; 1201 W Dover St, Broken Arrow, OK 74012; Roofing; Partner; start date=05/2026; hrs/mo=6; trading hrs/mo=0; Consult on business growth and accounting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-31 |
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