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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-28 |
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
3273 Argent Blvd Ste 103, Ridgeland, SC 29936 • United States
Okatie, SC • United States
19607 Nys Route 3, Watertown, NY 13601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 12/2005 | Present |
| Cap Advisory Services | Fairport | NY | 02/2015 | 09/2019 |
| United Professional Advisors Llc | Watertown | NY | 05/2005 | Present |
| United Wealth Advisor Group | Watertown | NY | 01/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Sage Financial Planning | Okatie | SC | 01/2023 | Present |
| Sage Income Protection | Okatie | SC | 01/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS *United Wealth Advisor Group; Same as branch; Inv Rel; General Agency for Life Insurance and Investments; Sales Manager; Start Date = 01/2015; Hrs/Mo = 20; Trading Hrs/mo = 20; Recruit, train and retain agents and advisors for Ameritas general agency * United Professional Advisors LLC; 19607 NYS Route 3, Watertown NY 13601; inv rel; insurance sales and servicing; Agent; start date=05/2005; hrs/mo=50; trading hrs/mo=50; insurance agent and advisor* Sage Financial Planning; inv rel; same as branch; financial services; Registered Rep; start date=01/2023; hrs/mo=120; trading hrs/mo=100; sell and service Ameritas products to our clients * Sage Income Protection; same as branch; inv rel; financial planning agency; Agent; start date=01/2023; hrs/mo=80; trading hrs/mo=80; LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-25 |
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