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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-15 |
| MA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pier 14 Restaurant | Myrtle Beach | SC | 06/2022 | 10/2022 |
| The Ripken Experience | Myrtle Beach | SC | 03/2023 | 05/2024 |
| Boston 128 Companies | Weston | MA | 06/2024 | Present |
| Coastal Carolina University | Conway | SC | 08/2020 | 05/2024 |
| Weston High School | Weston | MA | 08/2016 | 06/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 07/2025 | Present |
BOSTON 128 COMPANIES; INV REL; SAME AS BRANCH; FINANCIAL SERVICES; AGENT; START DATE=06/2024; HRS/MO=150; TRADING HRS/MO=150; FIXED PRODUCT SALES, CLIENT SERVICE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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