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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
31 Universal Dr Ste A, Punxsutawney, PA 15767 • United States
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 |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/1984 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/1988 | Present |
| Swift Kennedy & Associates | Dubois | PA | 01/1999 | Present |
| Underwriters Brokerage | Pittsburgh | PA | 01/1990 | Present |
| Western Pa Finl Ctr Dba Ameritas Finl Services Of Wpa | Punxsutawney | PA | 07/1981 | Present |
| Mumau Investments And Insurance | Punxsutawney | PA | 10/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Punx'Y Beverage Company | Punxsutawney | PA | 04/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *WESTERN PA FINANCIAL CENTER, DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE SALES TO CLIENTS; AGENT; START DATE=07/1981; HRS/MO=100; TRADING HRS/MO=80; INSURANCE SALES; *SWIFT KENNEDY & ASSOCIATES; 100 MEADOW LN STE 1, DUBOIS PA 15801; NON-INV REL; HEALTH INSURANCE; AGENT; START DATE=01/1999; HRS/MO=25; TRADING HRS/MO=20; SALE AND SERVICE OF HEALTH INSURANCE PRODUCTS; *UNDERWRITERS BROKERAGE; 310 GRANT ST STE 920, PITTSBURGH PA 15219; INV REL; SALES OF LONG TERM CARE & LIFE INSURANCE THAT DOESN'T PENALIZE TOBACCO CHEWERS; AGENT; START DATE=01/1990; HRS/MO=3; TRADING HRS/MO=3; SALES; *Mumau and Sons; 194 Ezekiel Ln, Punxsutawney PA 15767; non-inv rel; my father and I bought some land in 1985; Partner; start date=06/1985; hrs/mo=1; trading hrs/mo=0; cash for sale of timber and gas royalties; *Mumau Investments and Insurance; same as branch; inv rel; sales of fixed life insurance and medicare supplements; Owner; start date=10/2019; hrs/mo=3; trading hrs/mo=3; sales of fixed life insurance and medicare supplements * PUNX'Y BEVERAGE COMPANY; 251 S PENN ST EXT, PUNXSUTAWNEY, PA 15767; NON-INV REL; SELL CIDER, MEAD AND WINE; PART OWNER; START DATE=04/2022; HRS/MO=10; TRADING HRS/MO=0; LABORER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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