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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-05 |
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suny New Paltz | New Paltz | NY | 08/2016 | 05/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2020 | Present |
| United Professional Advisors | Watertown | NY | 07/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| United Wealth Advisors Group (Uwag) | Rockville | MD | 01/2022 | Present |
United Professional Advisors; same as branch; inv rel; life insurance, financial planning; Paraplanner; start date=07/2020; hrs/mo=180; trading hrs/mo=175; answer phones, track commissions, assemble retirement visuals, etc. * United Wealth Advisors Group (UWAG); 1101 Wootton Pkwy Ste 450, Rockville MD 20852; inv rel; affiliation; Affiliate; start date=01/2022; hrs/mo=10; trading hrs/mo=10; affiliation with UWAG
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-08 |
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