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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
305 Douglas Ave, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Super Markets Inc. | Lake Mary | FL | 05/2018 | 08/2020 |
| University Of Mississippi | Oxford | MS | 08/2020 | 05/2024 |
| The Staging Company | Longwood | FL | 11/2020 | 01/2021 |
| The Staging Company | Longwood | FL | 05/2021 | 07/2021 |
| Estate And Business Planning Group | Altamonte Springs | FL | 06/2024 | Present |
| Bishop Moore Catholic High School | College Park | FL | 08/2016 | 05/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2024 | Present |
| Estate And Business Planning Llc | Altamonte Springs | FL | 01/2025 | Present |
Licensed as an Independent Insurance Agent to sell fixed insurance products * Estate & Business Planning Group; inv rel; same as branch; Financial services; Agent; start date=6/2024; hrs/mo=173; trading hrs/mo=140; Independent Agent duties * Estate and Business Planning LLC; inv rel; same as branch; Life Insurance and LTC; Owner; start date=01/2025; hrs/o=10; trading hrs/mo=10; Life Insurance and LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
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