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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

221 E 4Th St Ste 405, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Premier Planning Group Llc Cincinnati OH 09/2001 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Premier Planning Partners, Llc Cincinnati OH 05/2023 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 09/2001 → Present
    Premier Planning Group Llc
    Cincinnati, OH
  • 11/2021 → Present
    Lincoln, NE
  • 05/2023 → Present
    Premier Planning Partners, Llc
    Cincinnati, OH
Previous Registrations
  • 1999-10-18 → 2006-06-30
    Carillon Investments, Inc.
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * PREMIER PLANNING GROUP LLC; SAME AS BRANCH; INV REL; GENERAL AGENCY; OWNER; START DATE=09/2001; HRS/MO=160; TRADING HRS/MO=160; AGENCY MANAGER * DBA PREMIER PLANNING PARTNERS; INV REL; SAME AS BRANCH; OFFICE MANAGING; PARTNER; START DATE=05/2023; HRS/MO=10; TRADING HRS/MO=10; MANAGE THE RELATIONSHIP OF 5 PARTNERS' OFFICES, SHARING OF RESOURCES OF EACH PARTNERS/OFFICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-06
S63 Uniform Securities Agent State Law Examination 1991-01-25
  • S65 Uniform Investment Adviser Law Examination
    1997-11-06
  • S63 Uniform Securities Agent State Law Examination
    1991-01-25

View on SEC IAPD

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