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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 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 | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Central Ohio Financial Management Group | Worthington | OH | 07/1990 | Present |
| State Of Ohio | Columbus | OH | 02/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CENTRAL OHIO FINANCIAL MANAGEMENT GROUP; SAME AS BRANCH; INV REL; RETIREMENT PLANNING, INSURANCE PROTECTION, EMPLOYEE BENEFITS; FINANCIAL ADVISOR; START DATE=07/1990; HRS/MO=100; TRADING HRS/MO=80; ASSIST CLIENTS IN MANAGING RETIREMENT INVESTMENTS * State of Ohio; 1 Capital Square, Columbus OH 43215; non-inv rel; current State Representative in Ohio from the 10th District; State Senator; start date=60; trading hrs/mo=32; in session two to three days a week over approximately six months of a calendar year
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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