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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
17300 Preston Rd Ste 260, Dallas, TX 75252 • United States
The Colony, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 03/2009 | Present |
| Foster Financial Group | Dallas | TX | 02/2009 | Present |
| Alamo Corporate Group | Dallas | TX | 01/2012 | 08/2023 |
| Canvas Financial | Dallas | TX | 08/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELL NON-VARIABLE INSURANCE PRODS; START DATE=3/2009; HRS/MO=5; TRADING HRS/MO=5; FIXED INS SALES AND SERVICE * Canvas Financial; same as branch; inv rel; new organization with AIC effective 8/1/2018 that combines six different firms that are already with AIC, shell DBA used for marketing and firm consolidation purposes; Agent; start date=08/2018; hrs/mo=0; trading hrs/mo=0; agent * Welcome Funds Inc; 6001 Broken Sound Pkwy Ste 320, Boca Raton FL 33487; non-inv rel; helping my client's brother-in-law sell his Prudential Term Life policy-he's been diagnosed with [REDACTED] and wants to sell his policy as soon as possible as it will expire before his life expectancy; Insurance Agent; start date=06/2020; hrs/mo=0; trading hrs/mo=0; assistant client with selling his life insurance policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-31 |
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