Peter Benard Cohen

Current Employers

Employment History

• 07/2008 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 07/2008 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 06/1985 → Present
  Pc Planning & Benefits Inc
  West Simsbury, CT
• 11/2010 → Present
  Pc Planning/Retail Benefits
  West Simsbury, CT
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2007-02-12 → 2008-07-07
  Creative Resources Investment Advisors Llc
  Warwick, RI
• 2006-05-03 → 2007-01-17
  Walnut Street Securities, Inc.
  Simsbury, CT
  Simsbury, CT
• 2004-10-13 → 2006-11-02
  Walnut Street Advisers Inc
  Simsbury, CT
• 2004-09-16 → 2004-10-13
  Walnut Street Advisers Inc
  West Simsbury, CT
• 1999-07-02 → 2004-09-01
  Walnut Street Advisers Inc
  West Simsbury, CT

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * PC PLANNING & BENEFITS INC; SAME AS BRANCH; INV REL; INSURANCE SALES AND MARKETING, PLANNING FOR HIGH NET WORTH PEOPLE AND BUSINESS PLANNING-INCLUDING LIFE INSURANCE FOR CLOSELY HELD BUSINESSES INCLUDING INFORMATION ON CAPTIVE INSURANCE COMPANIES, PREMIUM FINANCING AND RETIREMENT PLANS; PRESIDENT AND CEO; START DATE=06/1985; HRS/MO=160; TRADING HRS/MO=10; EXECUTIVE DECISIONS & SALES * PC PLANNING/RETAIL BENEFITS; SAME AS BRANCH; NON-INV REL; OFFER A LOW KEY EMPLOYEE BENEFIT FOR RETAIL DISCOUNT PURCHASING TO BUSINESS OWNERS AND NON-FOR-PROFITS FOR THEIR EMPLOYEES; AGENT; START DATE=11/2010; HRS/MO=4; TRADING HRS/MO=0; WORK ONLY AS A FACILITATOR AND SALES CONSULTANT * Doctors Professional Care Group LLC; same as branch; non-inv rel; medical practice management software reseller; Sales Advisor; start date=01/2017; hrs/mo=8; trading hrs/mo=0; sales advisor to my wife * eCashFlow; 760 Hopmeadow St Ste 210, Simsbury CT 06070; non-inv rel; clearing house recovery for NSF declined checks, ACH and/or debit and credit cards; Outside Sales Agent; start date=01/2018; hrs/mo=5; trading hrs/mo=0; introduct eCashFlow concept/strategy to municipal governments, utilities and public companies that have a need for ongoing bounced check, ACH debit/credit card clearing house recovery services

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-14