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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-30 |
| WA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-08 |
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