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4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-05 |
Branch Locations
4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
274 Union Blvd Suite 220, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2010 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 05/2010 | Present |
| Tax Favored Benefits | Lakewood | CO | 06/2010 | Present |
| C & R Brokerage, Inc. | Lakewood | CO | 10/2014 | Present |
| Foundational Financial Partners | Lakewood | CO | 05/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
| Tm Investments, Inc. | Golden | CO | 05/2013 | Present |
TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; FIXED INSURANCE PRODUCTS; ASSOCIATE; START DATE=06/2010; HRS/MO=40; TRADING HRS/MO=40; SELLING INSURANCE PRODUCTS * C & R BROKERAGE, INC.; SAME AS BRANCH; NON-INV REL; REAL ESTATE SALES AND LEASING; OWNER; START DATE=10/2014; HRS/MO=5; TRADING HRS/MO=0; REAL ESTATE SALES AND LEASING * Foundational Financial Partners; same as branch; inv rel; sales of fixed insurance products; Producer; start date=05/2016; hrs/mo=20; trading hrs/mo=15; prospecting for and servicing clients in the financial services arena * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=40; trading hrs/mo=40; management of investment services for clients * Crabapple House LLC; 14550 Crabapple Rd, Golden CO 80401; non-inv rel; rental property-single family home; Partner; start date=06/2023; hrs/mo=1; trading hrs/mo=0; property owner * TM Investments, Inc.; 225 Union Blvd, Lakewood CO 80228; inv rel; S-Corp formed at the recommendation of my accountant as a flow through to minimize personal taxes; start date=05/2013; hrs/mo=0; trading hrs/mo=0; 100% owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-27 |
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