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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 09/2015 | 09/2017 |
| National Life Group | St Charles | IL | 09/2015 | 09/2017 |
| Ameritas Life Insurance Company | Lincoln | NE | 04/2021 | 11/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2021 | 11/2021 |
| One Resource Group | Roanoke | IL | 02/2012 | 12/2021 |
| Financial Partners | North Auroa | IL | 05/2003 | 12/2021 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2021 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-16 |
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