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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-28 |
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilcox Financial | Toledo | OH | 09/2014 | 08/2020 |
| Ameritas Investment Corp | Lincoln | NE | 02/2015 | Present |
| Premier Planning Group | Toledo | OH | 09/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Premier Planning Group; same as branch; inv rel; financial planning; Client Service Specialist; start date=09/2020; hrs/mo=200; trading hrs/mo=160; assisting clients with their investment needs*St Johns Jesuit High School; Non/Inv Rel; 5901 Airport Hwy Toledo OH 43615; Wresting Coach; Start Date = 11/16/2020; Hrs/Mo=5: Trading Hrs/Mo=0;Wrestling Coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
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