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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 04/2002 | Present |
| Ameritas Life Insurance | Lincoln | NE | 04/2002 | Present |
| Insource Financial Advisors | Lincoln | NE | 07/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * inSource Financial Advisors; same as branch; inv rel; insurance; Agent; start date=07/2019; hrs/mo=170; trading hrs/mo=170; meet with clients to assess their insurance and investment needs and recommend products and services to meet those needs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-07 |
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