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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
12120 Port Grace Blvd Ste 101, La Vista, NE 68128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/1984 | Present |
| Insource Inc | Lincoln | NE | 09/1998 | 12/2024 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 02/1988 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 07/2007 | Present |
| Insource Benefits Group | Lavista | NE | 02/2012 | Present |
| Insource Financial Advisors, Llc | Lincoln | NE | 07/2019 | 12/2024 |
| Insourcerx | Omaha | NE | 02/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| James R Christensen Jr And Associates | Lavista | NE | 01/2026 | Present |
| Our Family Home Healthcare, Llc | Omaha | NE | 01/2026 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INSOURCE BENEFITS GROUP; SAME AS BRANCH; INV REL; MEDICAL INSURANCE, LTC INSURANCE, FIXED PRODUCTS; PRESIDENT; START DATE=02/2012; HRS/MO=25; TRADING HRS/MO=4; GROUP & DENTAL INSURANCE SALES * BozCo Properties, LLC; same as branch; non-inv rel; LLC is the owner of 2 residential real estate properties; Managing Member; start date=03/2019; hrs/mo=10; trading hrs/mo=0; maintain the real estate properties held in the LLC * Premiums Building Group, LLC; 12329 Southport Pkwy, LaVista NE 68128; non-inv rel; building owner; Partner; start date=08/2020; hrs/mo=1; trading hrs/mo=1; attend meetings regarding status of building * inSOURCERx; same as branch; non-inv rel; prescription drug savings card; CEO; start date=02/2020; hrs/mo=10; trading hrs/mo=2; management oversight & strategic planning * James R Christensen Jr and Associates; inv rel; same as branch; Insurance; Owner; start date=01/2026; hrs/mo=200; trading hrs/mo=100; Sales and service of life insurance and annuity products * Our Family Home Healthcare, LLC; non inv rel; 11010 S 174th St, Omaha, NE 68136; Home Care; Owner; start date=01/2026; hrs/mo=10; trading hrs/mo=5; Owner only, do not participate in daily operations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-03-29 |
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