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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

1225 Pleasant Grove Blvd Ste 100, Roseville, CA 95678 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cenco Insurance Marketing Corp. Sacramento CA 06/1987 Present
Ameritas Investment Corp Lincoln NE 11/1997 Present
Infocus Financial Strategies, Llc Roseville CA 08/2014 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/1987 → Present
    Cenco Insurance Marketing Corp.
    Sacramento, CA
  • 11/1997 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2014 → Present
    Infocus Financial Strategies, Llc
    Roseville, CA
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS, INCLUDING FIXED INDEX ANNUITIES * CENCO INSURANCE MARKETING CORP.; 1501 EL CAMINO AVE STE 1, SACRAMENTO CA 95815; INV REL; FIXED INSURANCE BROKERAGE, INSURANCE PLANNING, ESTATE PLANNING, BUSINESS SUCCESSION PLANNING; INDEPENDENT AGENT; START DATE=06/1987 HRS/MO=15; TRADING HRS/MO=8; ASSIST INDEPENDENT INSURANCE AGENTS AND INSURANCE BROKERS WITH INSURANCE PLANNING, PLANNING WITH INDIVIDUALS WITH FAMILY NEEDS, SMALL BUSINESS OWNERS WITH SUCCESSION PLANNING, EITHER INTERNAL SUCCESSION OR EXTERNAL, ESTATE PLANNING, IDENTIFY ISSUES AND ASSIST IN THE DEVELOPMENT OF SOLUTIONS WITH FIXED INSURANCE * INFOCUS FINANCIAL STRATEGIES, LLC; SAME AS BRANCH; INV REL; INVESTMENT MANAGEMENT AND INSURANCE SERVICES; OWNER/SOLE PROPRIETOR; START DATE=08/2014; HRS/MO=200; TRADING HRS/MO=90; MANAGE AND DEVELOP FINANCIAL SERVICES BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-14
S63 Uniform Securities Agent State Law Examination 1981-02-09
  • S65 Uniform Investment Adviser Law Examination
    1997-07-14
  • S63 Uniform Securities Agent State Law Examination
    1981-02-09

View on SEC IAPD

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