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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2013 | Present |
| Southeast Financial Services, Inc | Greensboro | NC | 02/2013 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * SOUTHEAST FINANCIAL SERVICES, INC; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; DIRECTOR OF FINANCIAL PLANNING; START DATE=02/2013; HRS/MO=238; TRADING HRS/MO=238; WORK WITH CLIENTS TO MEET THEIR FINANCIAL PLANNING GOALS, BUILD THE PLANS AND MAKE RECOMMENDATIONS BASED ON THEIR GOALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
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