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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Favored Benefits, Inc. | Ames | IA | 09/2004 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TAX FAVORED BENEFITS, INC.; SAME AS BRANCH; INV REL; RETIREMENT PLAN ADMINISTRATION AND SERVICE; REGIONAL SERVICE MANAGER; START DATE=09/2004; HRS/MO=160; TRADING HRS/MO=100; RESPONSIBILE FOR ENROLLMENT AND ONGOING SERVICE TO 401K CLIENTS/PARTICIPANTS/PLANS * TFB ADVISORS, LLC; SAME AS BRANCH; INV-REL; INDEPENDENT RIA; INDEPENDENT INVESTMENT ADVISOR; START DATE=08/2022; HRS/MO=1; TRADING HRS/MO=1; IAR OF HYBRID RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-30 |
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