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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| VA | RA | APPROVED | 2025-08-07 |
Branch Locations
4069 Chain Bridge Rd Top Floor, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Harbor Springs | MI | 06/2011 | 08/2022 |
| Primerica Financial Services | Harbor Springs | MI | 09/1993 | 08/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2023 | Present |
| Ifg (Incisive Financial Group) | Fairfax | VA | 10/2022 | Present |
| Business Benefits Group | Fairfax | VA | 01/2021 | Present |
| Human Circuit | Gaithersburg | MD | 01/2014 | 01/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2025 | Present |
| Patriot Growth Insurance Services, Inc | Fairfax | VA | 03/2026 | Present |
IFG (INCISIVE FINANCIAL GROUP); SAME AS BRANCH; INV REL; RETIREMENT PLANS AND WEALTH PLANNING; AGENT; START DATE=10/2022; HRS/MO=160; TRADING HRS/MO=160; ADMINISTRATION * BUSINESS BENEFITS GROUP; SAME AS BRANCH; INV REL; COMMERCIAL BENEFITS/P&C; INSURANCE CONSULTANT; START DATE=01/2021; HRS/MO=40; TRADING HRS/MO=0; COMMERCIAL BENEFITS/P&C * PATRIOT GROWTH INSURANCE SERVICES, INC; NON INV REL; SAME AS BRANCH; COMMERCIAL BUSINESS BENEFITS AND P&C; SALES SUPERVISOR; START DATE=03/2026; HRS/MO=60; TRADING HRS/MO=60; TRAIN, COACH, MENTOR NEW CONSULTANTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-27 |
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