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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
6355 S 56Th St, Lincoln, NE 68516 • United States
440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • 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 Life Insurance Corp | Lincoln | NE | 03/1999 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 04/1999 | Present |
| Ameritas Wealth Advisors | Lincoln | NE | 03/1999 | Present |
| Poulosky And Associates, Inc. | Lincoln | NE | 11/2009 | Present |
| Midwest Resource Group | Lincoln | NE | 01/2010 | Present |
| Summit Insurance Group | Omaha | NE | 03/2018 | 08/2021 |
| Central Financial Services | Lincoln | NE | 01/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Dba Envision Wealth Network | Lincoln | NE | 10/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INSURANCE, INVESTMENT AND FINANCIAL PRODUCT SALES;GENERAL AGENT/REGISTERED PRINCIPAL; START DATE=03/1999; HRS/MO=50; TRADING HRS/MO=40; MANAGE DAY TO DAY OPERATION, RECRUIT, TRAIN AND SUPERVISE NEW AGENTS AND REGISTERED REPS; *POULOSKY AND ASSOCIATES INC; SAME AS BRANCH; INV REL; INSURANCE SALES; OWNER; START DATE=11/2009; HRS/MO=250; TRADING HRS/MO=200; GENERAL AGENT OF THE NEBRASKA FINANCIAL CENTER; *MIDWEST RESOURCE GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY FOR FIXED, NON-UNIFI INSURANCE PRODUCTS; PRESIDENT; START DATE=01/2010; HRS/MO=2; TRADING HRS/MO=2; MANAGEMENT; *Summit Insurance Group; same as Omaha branch; non-inv rel; property & casualty insurance; Partner/Owner; start date=03/2018 end date = 8/2021; hrs/mo=0; trading hrs/mo=0; I am only a silent partner-I am to provide financial resources to help start the agency; *Central Financial Services; same as branch; inv rel; insurance sales and wealth management through AIC; President/General Agent; start date=01/2019; hrs/mo=200; trading hrs/mo=140; run day-to-day operations of a multi-faceted insurance and wealth management agency*The Essential Step; Non/Inv Rel; Same as Business; insurance licensing education and continuing education training company I am part owner my involvement is to help provide the financial support for the company; Partner; Start Date= 1/1/2019; Hrs/Mo=1; Trading Hrs/Mo=1; Provide seed money and the facility to hold the classes. * dba EnVision Wealth Network; 6355 S 56th St Lincoln, NE 68516; non-inv rel; umbrella for insurance business; President/General Agent; start date=10/2022; hrs/mo=200; trading hrs/mo=0; run day-to-day operations of a multi-faceted insurance and wealth management agency
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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