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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Financial Group | Dallas | TX | 04/2008 | Present |
| Ameritas Investment Corp | Lincoln | NE | 04/2008 | Present |
| Canvas Financial | San Francisco | CA | 08/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; AGENT; START DATE=04/2008; SELL INS RELATED PRODUCTS AND SERVICES * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND FIRM CONSOLIDATION PURPOSES; AGENT; START DATE=08/2018; HRS/MO=4; TRADING HRS/MO=4; AGENT * Name: Cohula Ventures/SA Whirlwind Ventures LTD, Role: Limited Partner, Type: Real Estate, Start Date: 05/31/2021, Investment Related?: No, Address: 905 N Pine Street, San Antonio, TX 78202, Duties: limited partner providing capital
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-14 |
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