Best Investors Account Sign in
Claim This Profile
Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

1755 N Kirby Pkwy Suite 300, Memphis, TN 38120 • 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
Ucl Financial Group Memphis TN 08/1990 Present
Uwag Memphis TN 01/2014 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 08/1990 → Present
    Ucl Financial Group
    Memphis, TN
  • 01/2014 → Present
    Uwag
    Memphis, TN
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *UCL FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; AGENT; START DATE = 08/1990; HRS/MO = 40; TRADING HRS/MO = 35; INSURANCE SALES; *UWAG; same as branch; inv rel; insurance/financial services agency; Agent/IAR; start date=01/2014; hrs/mo=0; trading hrs/mo=0; UCL Financial Group is joining the UWAG network-no change in my duties or compensation for me as a non-partner, no additional compensation of any kind coming directly as a result of being a representative working out of a UWAG member agency, other than the possibility of increased production due to increased sales resources available through the group; *NAIFA Memphis / West TN & NAIFA National, Role: I serve in the role of National Committeeman-serve as the liaison between our local chapter and the state and national associations, Type: Board Service, Start Date: 07/01/2021, Investment Related?: No, Address: 2901 Telestar Court, Falls Church, VA 22042-1205, Number of Hours/Mo: 2, Number of Hrs during trading hours: 100, Duties: Have been on the NAIFA Memphis / West TN board for several years. Joined the Audit Committee about 3-4 years ago. Joined the newly formed Chapter Quality Committee in 2021.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-13
S63 Uniform Securities Agent State Law Examination 1991-12-30
  • S65 Uniform Investment Adviser Law Examination
    2009-11-13
  • S63 Uniform Securities Agent State Law Examination
    1991-12-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Memphis, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor