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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2021-03-08 |
| NE | RA | APPROVED | 2018-07-10 |
Branch Locations
1128 Lincoln Mall Ste 200, Lincoln, NE 68508 • United States
311 Spring Creek Trl, Pierre, SD 57101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Life Insurance Corp. | Lincoln | NE | 10/1989 | 07/2018 |
| Ameritas Investment Corp. | Lincoln | NE | 08/1995 | 07/2018 |
| Moore Properties Inc | Crete | NE | 05/2000 | 10/2018 |
| Acacia Life Insurance | Bethesda | MD | 10/2003 | 07/2018 |
| Unico Midlands, Llc | Lincoln | NE | 11/2012 | Present |
| Unico Group Inc. | Lincoln | NE | 09/2014 | Present |
| Principal Life Insurance Company | Lincoln | NE | 07/2018 | Present |
| Principal Securities Inc | Lincoln | NE | 07/2018 | Present |
| Midlands Financial | Lincoln | NE | 07/2018 | Present |
***Fixed Insurance; Investment Related; 1128 Lincoln Mall, Suite 200, Lincoln, NE 68508; Agent; Life, Annuities, DI, LTC, Health; Start Date: 07/01/2018; 80 hrs per month; 80 during trading hours. ***Fixed Insurance; Investment Related; Lincoln, NE; Agent; Group Benefits, Health, Life, DI, Dental, Vision; Start Date: 01/01/2009; 15 hrs per month; 15 during trading hours. PRO 13:11 WEALTH LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1128 Lincoln Mall Ste. 200, Lincoln NE 68508, United States DESCRIPTION: This is a pass through for expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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