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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| MD | RA | APPROVED | 2021-11-01 |
Branch Locations
8737 Colesville Rd Ste 705, Silver Spring, MD 20910 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Peake Financial Wealth Management | Silver Spring | MD | 03/2003 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 05/2010 | Present |
| Mellon Street Investment Trust | College Park | MD | 03/2013 | Present |
| Fairfax Realty | Silver Spring | MD | 01/2000 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FAIRFAX REALTY; 10770 COLUMBIA PIKE STE 250, SILVER SPRING MD 20901; NON-INV REL; REAL ESTATE SALES, PROPERTY MANAGEMENT; AGENT; START DATE=01/2000; HRS/MO=5; TRADING HRS/MO=0; PROPERTY SALES * PEAKE FINANCIAL WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INSURANCE AGENCY; MANAGING DIRECTOR; START DATE=03/2003; HRS/MO=40; TRADING HRS/MO=40; MANAGEMENT OF THE BUSINESS, EMPLOYEES, & CONTRACTED AGENTS * MELLON STREET INVESTMENT TRUST; SAME AS RESIDENCE; NON-INV REL; REAL ESTATE HOUSING AND DEVELOPMENT; PARTNER; START DATE=03/2013; HRS/MO=10; TRADING HRS/MO=0; MANAAGE TENANTS, IDENTIFY AND PURCHASE BUILDING/HOMES * Wellcentric Health Group Inc.; 5614 Connecticut, Washington DC 20015; non-inv rel; healthcare provider seeking to do business with the government of the District of Columbia-provide healthcare & pharmacy services for it's Managed Care Program; CEO/Chairman of Board; start date=09/2018; hrs/mo=10; trading hrs/mo=1; owner, CEO of Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-05 |
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