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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 05/2010 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 05/2010 | Present |
| Alpha Omega Wealth | Burien | WA | 03/2015 | Present |
| Griffiths Family Trust | Burien | WA | 03/2017 | Present |
| The Ascent Group, Llc | Normandy Park | WA | 09/2021 | 02/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 05/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ALPHA OMEGA WEALTH; SAME AS BRANCH; INV REL; FIXED INSURANCE; REGIONAL DIRECTOR; START DATE=03/2015; HRS/MO=160; TRADING HRS/MO=80; SELL INSURANCE * Griffiths Family Trust; same as branch; Non-Inv Rel; To give distributions to the beneficiaries of the trust; Trustee; Start Date=03/2017; Hrs/Mo=6; Trading Hrs/Mo=0; I am to distribute funds to the beneficiaries
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-25 |
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