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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-18 |
| UT | RA | APPROVED | 2021-11-01 |
Branch Locations
6947 S 900 E, Salt Lake City, UT 84047 • United States
Draper, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Financial Group | Salt Lake City | UT | 06/2015 | Present |
| Ameritas Investment Corp | Lincoln | NE | 06/2015 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
*SOVEREIGN FINANCIAL GROUP; SAME AS BRANCH; INV REL; RESIDENT PRODUCER INDIVIDUAL OF INSURANCE SALES; SR VP WEALTH ADVISOR; START DATE = 06/2015; HRS/MO = 8; TRADING HRS/MO = 8; RECOMMENDATION OF FIXED INSURANCE POLICIES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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