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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Benefit And Financial Strategies | Flagstaff | AZ | 11/2019 | Present |
| Retired | Scottsdale | AZ | 08/2019 | 11/2019 |
| Sunwest Bank | Irvine | CA | 02/2010 | 08/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 11/2019 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2020 | Present |
| Young And Associates, Inc | Kent | OH | 08/2020 | Present |
| Arizona Federal Credit Untion | Scottsdale | AZ | 11/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Great Outdoor Photography | Scottsdale | AZ | 09/2023 | Present |
| Apconsultingnow Llc | Scottsdale | AZ | 07/2024 | Present |
*BENEFIT AND FINANCIAL STRATEGIES; SAME AS BRANCH; INV REL; PROVIDE INSURANCE PRODUCTS FOR INDIVIDUALS, RETIREMENT PLANS AND GROUP BENEFIT/EMPLOYEE COMP PLANS; AGENT; START DATE=11/2019; HRS/MO=120; TRADING HRS/MO=120; *YOUNG AND ASSOCIATES INC; 121 E MAIN ST, KENT OH 44240; NON-INV REL; PROVIDES CONSULTING AND EDUCATION SERVICES TO COMMUNITY FINANCIAL INSTITUTIONS; CONSULTANT; START DATE=08/2020; HRS/MO=48; TRADING HRS/MO=48; CONDUCT OFFSITE LOAN REVIEWS TO DETERMINE CREDIT QUALITY AND COMPLIANCE WITH LENDING REGULATIONS* Arizona Federal Credit Union; Non/Inv Rel; 13125 N 99th Pl Scottsdale AZ 85260; Arizona Federal Credit Union I will be performing loan underwriting for a member owned credit union that provides standard banking products loans and deposits; Contract Consultant; Start Date= 11/02/2020; Hrs/Mo=10; Trading Hrs/Mo=0; working solely with the Chief Credit Officer assisting with the loan underwriting process * Great Outdoor Photography; non inv rel; same as residence; Photography; Owner; start date=09/2023; hrs/mo=10; trading hrs/mo=0; taking photos; APCONSULTINGNOW LLC; same as residence; non-inv rel; provides commercial loan underwriting services on a contract basis-includes analysis of a company's financial statements, tax returns, collateral, loan structure and repayment capacity based on standard commercial loan underwriting practices and the bank's loan policy procedures; Owner; start date=07/2024; hrs/mo=40; trading hrs/mo=0; review borrower information provided to me by the Bank
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-10 |
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