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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-11-01 |
| OH | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 06/2014 | 02/2017 |
| Fifth Third Securities | Cincinnati | OH | 02/2017 | 02/2020 |
| Fidelity Investments | Covington | KY | 06/2014 | 02/2017 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2020 | Present |
| Premier Planning Group Llc | Cincinnati | OH | 02/2020 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Premier Planning Group LLC; same as branch; inv rel; life insurance, disability insurance and annuities; Junior Partner; start date=02/2020; hrs/mo=240; trading hrs/mo=140; responsible for selling and servicing contracts for life insurance, disability insurance and annuities * Medicare Supplement/Medicare Advantage Insurance Plan Sales; same as branch; non-inv rel; determining which Medicare Advantage/Supplement Plan the client should use; Agent; start date=10/2021; hrs/mo=2; trading hrs/mo=2; help prospective clients determine which Medicare Advantage/Supplement Plan they should use to pair with their Original Medicare, then walk through the online enrollment process
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-23 |
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