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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-16 |
| LA | RA | APPROVED | 2021-11-01 |
Branch Locations
3500 N Causeway Blvd Ste 1500, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 10/2003 | Present |
| Acacia Financial Group Llc | Metairie | LA | 02/2003 | Present |
| John Worrel Financial Sales & Services Llc | Metairie | LA | 12/2014 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ACACIA FINANCIAL GROUP LLC; SAME AS BRANCH; INV REL; FIXED INSURANCE; AGENT; START DATE=02/2003; HRS/MO=160; TRADING HRS/MO=160; SALES AND SERVICE OF EXISTING BUSINESS * JOHN WORREL FINANCIAL SALES & SERVICES LLC; SAME AS BRANCH; INV REL; FIXED LIFE INSURANCE AND FIXED ANNUITIES SALES AND CUSTOMER SERVICE; MEMBER; START DATE=12/2014; HRS/MO=40; TRADING HRS/MO=20; SALES AND SERVICE OF EXISTING LIFE AND DISABILITY INSURANCE AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-16 |
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