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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Indiana | PA | 10/1984 | Present |
| Upstreet Financial Advisors | Indiana | PA | 07/2008 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/1988 | Present |
| Western Pa Financial Center | Indiana | PA | 02/1982 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 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=02/1982; HRS/MO=200; TRADING HRS/MO=100; INSURANCE SALES * UPSTREET FINANCIAL ADVISORS; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; AGENT; START DATE=07/2008; HRS/MO=200; TRADING HRS/MO=100; INSURANCE SALES * LUCY RAE INC; 682 PHILADELPHIA ST, INDIANA PA 15701; NON-INV REL; RETAIL BUSINESS OWNED WITH SPOUSE; SECRETARY/TREASURER; START DATE=04/2008; HRS/MO=2; TRADING HRS/MO=0; ASSIST WITH BOOKKEEPING, MAINTENANCE * Kinter Partners 1019 LLC; same as residence; non-inv rel; purchase and hold commercial real estate; Member; start date=08/2020; hrs/mo=15; trading hrs/mo=10; owner-manage property * Upstreet Ace Hardware LLC; 57 N 11th St, Indiana PA 15701; non-inv rel; Member; start date=08/2020; hrs/mo=10; trading hrs/mo=10; owner-oversight of business operations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-28 |
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