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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Country Consulting | Watertown | NY | 07/2001 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 02/2006 | Present |
| United Professional Advisors, Llc | Watertown | NY | 04/2016 | Present |
| United Wealth Advisors Group, Llc (Uwag) | Watertown | NY | 03/2017 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| United Professional Benefits | Watertown | NY | 01/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * UNITED PROFESSIONAL ADVISORS, LLC; SAME AS BRANCH; INV REL; LIFE INSURANCE, DISABILITY INCOME INSURANCE AND INVESTMENTS; FINANCIAL ADVISOR; START DATE=04/2016; HRS/MO=160; TRADING HRS/MO=160; DISCOVER NEW CLIENTS AND ASSIST THEM WITH THEIR INSURANCE AND RETIREMENT NEEDS * UNITED WEALTH ADVISORS GROUP, LLC (UWAG); SAME AS BRANCH; INV REL; GENERAL AGENCY FOR LIFE INSURANCE AND INVESTMENTS; EMPLOYEE/FINANCIAL CONSULTANT; START DATE=03/2017; HRS/MO=20; TRADING HRS/MO=20; ACTING AS CHIEF OPERATION OFFICER, RUNNING DAY TO DAY OPERATIONS * UNITED PROFESSIONAL BENEFITS; INV REL; SAME AS BRANCH; FINANCIAL/HEALTH INSURANCE SERVICES; AGENT; START DATE=01/2023; HRS/MO=40; TRADING HRS/MO=40; REFERRING BUSINESSES/INDIVIDUALS TO UNITED PROFESSIONAL BENEFITS FOR HEALTH INSURANCE NEEDS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-29 |
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