Best Investors Account Sign in
Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-30
WA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2024-04-30
  • WA RA
    APPROVED
    Since 2021-11-01

Branch Locations

185 2Nd Ave Se, Issaquah, WA 98027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 02/2013 02/2018
Ameritas Life Insurance Corp Lincoln NE 12/2012 Present
Cornerstone Financial Group Llc Renton WA 01/2013 12/2016
Highlands Insurance&Retirement Solutions Dba Issaquah Financial Issaquah WA 10/2008 Present
Massmutual Life Insurance Company Issaquah WA 12/2017 02/2020
Mml Investors Services, Llc Issaquah WA 02/2018 02/2020
Ameritas Investment Company, Llc Lincoln NE 03/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Everett 3 On 3 Basketball Tournament Everett WA 07/2022 07/2022
  • 02/2013 → 02/2018
    Ameritas Investment Corp
    Lincoln, NE
  • 12/2012 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2013 → 12/2016
    Cornerstone Financial Group Llc
    Renton, WA
  • 10/2008 → Present
    Highlands Insurance&Retirement Solutions Dba Issaquah Financial
    Issaquah, WA
  • 12/2017 → 02/2020
    Massmutual Life Insurance Company
    Issaquah, WA
  • 02/2018 → 02/2020
    Issaquah, WA
  • 03/2020 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 07/2022 → 07/2022
    Everett 3 On 3 Basketball Tournament
    Everett, WA
Previous Registrations
  • 2018-02-16 → 2020-02-19
    Seattle, WA
    Issaquah, WA
  • 2013-08-02 → 2018-02-15
    Ameritas Investment Company, Llc
    Seattle, WA
    Lincoln, NE
    Issaquah, WA
Other Businesses

HIGHLANDS INSURANCE & RETIREMENT SOLUTIONS, LLC/DBA ISSAQUAH FINANCIAL; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES; OWNER/PRESIDENT; START DATE=10/2008; HRS/MO=220; TRADING HRS/MO=100; DUTIES RELATED TO THE SALES AND SERVICE OF FIXED INSURANCE PRODUCTS * RENTAL PROPERTY; SAME AS BRANCH; NON-INV REL; RESIDENTIAL PROPERTY RENTAL; OWNER/PROPERTY MANAGER; START DATE=11/2016; HRS/MO=2; TRADING HRS/MO=1; OCCASIONAL LIGHT MAINTENANCE, TYPICAL PROPERTY MANAGEMENT DUTIES * Cooke Properties, LLC; same as branch; non-inv rel; rental property ownership; Managing Partner and Member; start date=02/2021; hrs/mo=2; trading hrs/mo=1; making decisions regarding property management, including hiring and firing of property managers (if necessary), act on behalf of the company and handling any management duties that might fall outside the prevue of the property management company * Stephen and Julia Cooke; non inv rel; same as residence; Residential Rental; Owner; start date=07/2023; hrs/mo=2; trading hrs/mo=1; Occasional light maintenance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-22
S63 Uniform Securities Agent State Law Examination 2006-08-08
  • S65 Uniform Investment Adviser Law Examination
    2013-07-22
  • S63 Uniform Securities Agent State Law Examination
    2006-08-08
Other Names
  • Steve Cooke
  • Stephen Cooke

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Issaquah, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor