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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-18 |
Branch Locations
1260 Valley Forge Rd Ste 107, Phoenixville, PA 19460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Radnor | PA | 02/2023 | 01/2024 |
| Bristol Harbour Lodge And Golf Club | Canandaigua | NY | 05/2015 | 12/2018 |
| Ledgerock Golf Club | Mohnton | PA | 12/2018 | 02/2023 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2024 | Present |
| Premier Planning Group | Phoenixville | PA | 01/2024 | Present |
Premier Planning Group; inv rel; same as branch; Financial Advising; Registered Admin; start date=01/2024; hrs/mo=160; trading hrs/mo=130; Prepare for client meetings, participate in client meetings, manage planning process, prepare paperwork, document client interactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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