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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
1755 N. Kirby Pkwy Suite 300, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Ucl Financial Group Llc | Memphis | TN | 01/1972 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Coventry | Memphis | TN | 07/2025 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * UCL FINANCIAL GROUP LLC; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE AGENCY; PARTNER/OWNER; START DATE=01/1972; HRS/MO=160; TRADING HRS/MO=130; PARTNER AND SALES AGENT * COVENTRY; INV REL; SAME AS BRANCH; LIFE SETTLEMENT ASSISTANCE; OWNER; START DATE=07/2025; HRS/MO=1; TRADING HRS/MO=1; ASSISTANCE IN THE SECURING AND EVALUATION OF OPPORTUNITIES IN FIXED LIFE SETTLEMENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-25 |
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