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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
1755 N Kirby Pwky Ste 300, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| The Moran Company | Memphis | TN | 12/2008 | Present |
| Ucl Financial Group, Llc | Memphis | TN | 08/1991 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2010 | Present |
| United Wealth Advisors Group | Memphis | TN | 01/2017 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *THE MORAN COMPANY; SAME AS BRANCH; INV REL; LIFE INSURANCE SALES; PRESIDENT; START DATE=12/2008; HRS/MO=200; TRADING HRS/MO=160; OFFER FINANCIAL PRODUCTS TO PROSPECTIVE CLIENTS; *UCL FINANCIAL GROUP, LLC; INV REL; SAME AS BRANCH; SALE OF FIXED AND/OR INVESTMENT RELATED FINANCIAL PRODUCTS; PARTNER; START DATE=08/1991; HRS/MO=300; TRADING HRS/MO=25; I AM AN INSURANCE AGENT AND MY CLIENTS RELY ON ME TO ADVISE THEM ON INSURANCE OR INVESTMENT RELATED PRODUCTS; *UNITED WEALTH ADVISORS GROUP; SAME AS BRANCH; INV REL; WORKING WITH INDIVIDUALS AND BUSINESSES WITH THEIR LIFE, DISABILITY, 401K, OR INVESTMENT NEEDS; AGENT; START DATE=1/2017; USE RESOURCES TO GROW BUSINESS; * Royalty Interest; non inv rel; PO BOX 4648, Houston, TX 77210; interest from oil well in Kansas; Owner; start date=10/2022; hrs/mo=0; trading hrs/mo=0; no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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