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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-14
FL RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2025-03-14
  • FL RA
    APPROVED
    Since 2021-11-01

Branch Locations

1877 S Federal Highway Ste 210, Boca Raton, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 09/2012 Present
Lawless, Edwards, & Warren Boca Raton FL 09/2012 Present
Ameritas Life Insurance Corp Lincoln NE 09/2012 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
L.E.W. Wealth Boca Raton FL 08/2026 Present
  • 09/2012 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 09/2012 → Present
    Lawless, Edwards, & Warren
    Boca Raton, FL
  • 09/2012 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 08/2026 → Present
    L.E.W. Wealth
    Boca Raton, FL
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * LAWLESS, EDWARDS & WARREN LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; ASSOCIATE; START DATE=09/2012; HRS/MO=40; HRS/MO=40; FINANCIAL PLANNING ADVICE, SUPPORT * L.E.W. WEALTH; same as branch; inv rel; Wealth Management; Partner/General Partner; start date=08/2026; hrs/mo=180; trading hrs/mo=140; investment management, retirement planning, estate and tax planning coordination, insurance analysis, and ongoing financial planning. Serves as the primary client relationship manager, working closely with clients and their other professional advisors to help implement and monitor their overall wealth strategy

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-12-07
  • S63 Uniform Securities Agent State Law Examination
    2016-12-07
Designations

View on SEC IAPD

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