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Account
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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED | 2026-07-08 |
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 |
|---|---|---|---|---|
| Tijuana Flats | Lake Mary | FL | 05/2023 | 05/2023 |
| Unemployed | Tallahassee | FL | 07/2022 | 01/2023 |
| Fidelity Investments | Jacksonville | FL | 06/2024 | 08/2024 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| Unemployed | Tallahassee | FL | 11/2023 | 06/2024 |
| Fidelity Investments | Tallahassee | FL | 09/2024 | 04/2025 |
| Student / Unemployed | Tallahassee | FL | 04/2025 | 05/2025 |
| Tijuana Flats | Lake Mary | FL | 05/2022 | 07/2022 |
| Unemployed | Tallahassee | FL | 07/2021 | 05/2022 |
| Fidelity Investments | Jacksonville | FL | 06/2023 | 08/2023 |
| Tijuana Flats | Tallahassee | FL | 01/2023 | 04/2023 |
| 4Th Street Bar & Grill | Lake Mary | FL | 11/2018 | 10/2020 |
| Unemployed | Tallahassee | FL | 08/2024 | 09/2024 |
| Jeri'S Midtown Cafe | Tallahassee | FL | 08/2023 | 11/2023 |
| Fidelity Investments | Jacksonville | FL | 06/2025 | 01/2026 |
| Unemployed | Lake Mary | FL | 11/2002 | 11/2018 |
| Pacsun Retail Company | Sanford | FL | 11/2019 | 07/2021 |
| Journeys Travel Company | Oviedo | FL | 11/2025 | Present |
| Receptively Yours | Ocoee | FL | 01/2026 | Present |
| Estate & Business Planning | Altamonte Springs | FL | 07/2026 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 07/2026 | Present |
ESTATE & BUSINESS PLANNING; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; ADMIN; START DATE=07/2026; HRS/MO=64; TRADING HRS/MP=64; ADMINISTRATIVE DUTIES * JOURNEYS TRAVEL COMPANY; NON INV REL; SAME AS RESIDENCE; TRAVEL ADVISORY SERVICE; TRAVEL ADVISOR; START DATE=11/2025; HRS/MO=20; TRADING HRS/MO=0; BOOK TRAVEL FOR CLIENTS * RECEPTIVELY YOURS; NON INV REL; 1349 OLYMPIA PARK CIR, OCOEE, FL 34761; TRAVEL SERVICES; OPERATIONS MANAGER; START DATE=01/2026; HRS/MO=160; TRADING HRS/MO=0; MANAGE HOTEL BOOKINGS, KEEP IN CONTACT WITH TOUR GROUPS, ORDER THEME PARK TICKETS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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