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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-27 |
| VA | RA | APPROVED | 2021-11-01 |
Branch Locations
4069 Chain Bridge Rd Top Floor, Fairfax, VA 22030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 08/2007 | Present |
| Business Benefits Group Inc | Fairfax | VA | 06/2008 | Present |
| Ameritas Life Insurance | Lincoln | NE | 08/2007 | Present |
| Incisive Financial Group | Fairfax | VA | 01/2017 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
*LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *BUSINESS BENEFITS GROUP INC; SAME AS BRANCH; INV REL; INSURANCE SALES AND SERVICE; AGENT; START DATE=06/2008; HRS/MO=168; TRADING HRS/MO=160; PROPOSE, ADVISE AND SELL RETIREMENT PLANS TO SMALL BUSINESS CLIENTS AND INDIVIDUALS; *INCISIVE FINANCIAL GROUP; SAME AS BRANCH; INV REL; MARKETING AIC PRODUCTS; PRESIDENT; START DATE=01/2017; HRS/MO=160; TRADING HRS/MO=160; PRESIDENT AND GENERAL AGENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-21 |
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