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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-01-17 |
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castle Financial Partners | Dewitt | MI | 08/2019 | Present |
| Unemployed | Charlotte | MI | 04/2019 | 08/2019 |
| Momentum Health Centers | Mason | MI | 06/2017 | 04/2019 |
| Crossfit Shift | Lansing | MI | 02/2016 | 04/2017 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2023 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 01/2023 | Present |
Castle Financial Partners; inv rel; same as branch; Life and disability insurance sales and financial advising; Financial Advisor; start date=08/2019; hrs/mo=120; trading hrs/mo=120; life and disability insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-16 |
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