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4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-03 |
| KS | RA | APPROVED | 2022-08-03 |
Branch Locations
4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Tax Favored Benefits | Overland Park | KS | 12/2002 | Present |
| Tfb Group Services, Llc | Overland Park | KS | 04/2012 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
| Tfb Consulting, Llc | Overland Park | KS | 08/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; RETIREMENT PLAN ADMINISTRATION; CEO; START DATE=12/2002; HRS/MO=10; TRADING HRS/MO=10; OVERALL ADMINISTRATION OF RETIREMENT PLANS * TFB GROUP SERVICES, LLC; SAME AS BRANCH; INV REL; GROUP INSURANCE BROKERAGE; PARTNER; START DATE=04/2012; HRS/MO=10; TRADING HRS/MO=10; SALES * The Bar Retirement Plan; same as branch; inv rel; qualified retirement plan called a Multiple Employer Plan (MEP) that uses the Ameritas Elite platform as its investment vehicle; Agent; start date=03/2018; hrs/mo=20; trading hrs/mo=20; offer plan to employers * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=30; manage RIA business * TFB Consulting, LLC; same as branch; llc for future creation of RIA; Member; start date=08/2022; hrs/mo=40; trading hrs/mo=30; manage RIA business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-07 |
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