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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2008 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2008 | Present |
| Midwest Resource Group | Omaha | NE | 11/2008 | Present |
| Fiesta Condo 39Th Street Llc | Omaha | NE | 08/2008 | 01/2019 |
| Envision Wealth Network | Omaha | NE | 11/2008 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ENVISION WEALTH NETWORK; SAME AS BRANCH; INV REL; SALES AND MARKETING OF INSURANCE PRODUCTS, INCLUDING FIXED, INDEXED, TERM AND WHOLE LIFE INSURANCE AND ANNUITIES IN ADDITION TO DISABILITY INSURANCE PRODUCTS; AGENT; START DATE=11/2008; HRS/MO=158; TRADING HRS/MO=150; SALES AND MARKETING OF INSURANCE PRODUCTS * MIDWEST RESOURCE GROUP; SAME AS BRANCH; INV REL; SALES AND MARKETING OF INDIVIDUAL AND GROUP INSURANCE PRODUCTS; AGENT; START DATE=11/2008; HRS/MO=200; TRADING HRS/MO=125; SALES AND MARKETING OF INDIVIDUAL AND GROUP INSURANCE PRODUCTS * Plan G Financial; same as branch; non-inv rel; entity formed for the purpose of payroll and general business expenses shared by Mark and Dan Scholz as well as it's relationship with Resolve Insurance; Partner; start date=07/2019; hrs/mo=2; trading hrs/mo=2; monitor records and bill payments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
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