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4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-08-04 |
| TX | RA | APPROVED | 2022-08-04 |
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 |
|---|---|---|---|---|
| Tax Favored Benefits, Inc. | Overland Park | KS | 03/2003 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS, INC; SAME AS BRANCH; INV REL; ADMINISTRATION OF RETIREMENT PLANS; INVESTMENT ANALYST; START DATE=03/2003; HRS/MO=35; TRADING HRS/MO=33; ASSIST PRODUCERS IN INVESTMENT RELATED ACTIVITIES AND PLAN ADMINISTRATION * TFB Advisors LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=30; trading hrs/mo=30; IAR of Independent RIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-05 |
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