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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
1225 Pleasant Grove Blvd Ste 100, Roseville, CA 95678 • 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 Investment Corp | Lincoln | NE | 01/2002 | Present |
| Cenco Insurance Marketing Corp | Roseville | CA | 02/2002 | 04/2026 |
| Infocus Financial Strategies | Roseville | CA | 04/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * InFocus Financial Strategies; same as branch; inv rel; provide wealth management services and investment products as IAR with AIC, as well as fixed insurance, life, disability, long term care and annuities to retail clients; Affiliated Advisor; start date=04/2016; hrs/mo=100; trading hrs/mo=80; provide wealth management services and investment products as IAR with AIC, as well as fixed insurance, life, disability, long term care and annuities to retail clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-11 |
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