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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh & Nicholson Financial Group | Wayne | PA | 07/2014 | 08/2022 |
| Ameritas Investment Company | Lincoln | NE | 08/2014 | 08/2022 |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2014 | 08/2022 |
| The Ascent Group, Llc | Wayne | PA | 05/2021 | 08/2022 |
| Vital Capital Llc | Clinton | IA | 08/2022 | 07/2023 |
| Ameritas Investment Company | Lincoln | NE | 10/2014 | 11/2021 |
| Entrewealth, Llc | Austin | TX | 07/2023 | Present |
Insurance Agent; Insurance Products and Services, Investment Related, 07/2014; Hours/Month 40, Hours/Month During Trading 40, 119 W. Wayne Ave., Wayne, PA 19087
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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