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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-11-01 |
Branch Locations
3440 Toringdon Way Ste 205, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance | Lincoln | NE | 09/2008 | Present |
| Rogers & Associates | Charlotte | NC | 09/2008 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 09/2008 | Present |
| Park South Group | Charlotte | NC | 09/2008 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 07/2010 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Southeast Financial Services, Inc | Greensboro | NC | 01/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; * ROGERS & ASSOCIATES; SAME AS BRANCH; INV REL; WORK WITH BUSINESS OWNERS AND ADDRESS ISSUES AROUND SUCCESSION PLANNING, ESTATE PLANNING, EXECUTIVE COMPENSATION PLANNING, HELP FACILITATE A PLANNING TEAM OF ATTORNEYS, ACCOUNTANTS, VALUATION SPECIALISTS AND ANY OTHER DISCIPLINE NECESSARY TO MOVE A PLAN TO CONCLUSION. INSURANCE AGENCY; AGENT; START DATE=09/2008; HRS/MO=160; TRADING HRS/MO=160; WORK WITH BUSINESS OWNERS AND ADDRESS ISSUES AROUND SUCCESSION PLANNING, ESTATE PLANNING, EXECUTIVE COMPENSATION PLANNING, HELP FACILITATE A PLANNING TEAM OF ATTORNEYS, ACCOUNTANTS, VALUATION SPECIALISTS AND ANY OTHER DISCIPLINE NECESSARY TO MOVE A PLAN TO CONCLUSION. INSURANCE SALES; * PARK SOUTH GROUP; SAME AS BRANCH; INV REL; GENERAL AGENCY; INSURANCE AGENT; START DATE=06/2008; HRS/MO=80; TRADING HRS/MO=80; INSURANCE SALES * MECKLENBURG COUNTY BOARD OF ELECTIONS; NON INV REL; 741 KENILWORTH AVE, STE 202, CHARLOTTE, NC, 24204; ELECTION BOARD; PRECINCT JUDGE; START DATE=03/2024; HRS/MO=2; TRADING HRS/MO=2; HELP SUPERVISE THE SMOOTH FLOW OF THE ELECTION PROCESS ON ELECTION DAY AT A PRECINCT * dba SOUTHEAST FINANCIAL SERVICES, INC; INV REL; 101 S ELM ST, STE 220, GREENSBORO, NC 27401; FINANCIAL SERVICES; AGENT; START DATE=01/2024; HRS/M0=60; TRADING HRS/MO=30; FINANCIAL ADVISING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-12 |
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