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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-11 |
Branch Locations
1900 West Park Dr Ste 280, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2013 | Present |
| Ameritas Life Insurance | Lincoln | NE | 01/2013 | Present |
| American Financial Partners | Westborough | MA | 01/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2022 | Present |
Licensed as an Independent Insurance Agent to sell fixed insurance products * AMERICAN FINANCIAL PARTNERS; INV REL; SAME AS BRANCH; HELP INDIVIDUALS AND BUSINESSES INVEST AND PROTECT THEIR ASSETS AND PROVIDE FAMILY PROTECTION; GENERAL AGENT; START DATE=01/2013; HRS/MO=200; TRADING HRS/MO=96; RECRUIT, TRAIN AND DEVELOP AGENTS * Aardvark; same as branch; non-inv rel; app-house passwords to accounts the user needs to remember, house important documents the user determines important, incorporates "Trusted Contact," account alerts; Owner; start date=10/2024; hrs/mo=5; trading hrs/mo=0; owner/inventor-host meetings, oversee app development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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