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192 Ballard Court Suite 400, Virginia Beach, VA 23462 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-21 |
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 |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | 01/2023 |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| One Stop Financial Services | Lansdale | PA | 11/1993 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 05/2006 | Present |
| Income Tax Preparation | Lansdale | PA | 02/2012 | 10/2020 |
| The Ascent Group, Llc | Wayne | PA | 05/2021 | Present |
| Triad Advisors | Norcross | GA | 02/2023 | 08/2024 |
| Osaic Wealth, Inc. | Lansdale | PA | 08/2024 | Present |
1) One Stop Financial Services; Investment related: yes; 1403 Oak Circle, Lansdale, PA one nine four four six; Nature or Structure of Business: Sole Proprietorship; Position: owner; Start date: 11/11/1983; hours per month: 168; securities trading hours 160; Duties: insurance sales 2) Insurance; Investment related: yes; 1403 Oak Circle, Lansdale, PA one nine four four six; Nature or Structure of Business: Sole Proprietorship; Position: owner; Start date: 04/15/1983; hours per month: 168; securities trading hours 160; Duties: licensed as an independent insurance agent for the purpose of selling fixed insurance products 3) Alera Group; Investment related: yes; 1403 Oak Circle, Lansdale, PA one nine four four six; Nature or Structure of Business: Corporation offering financial services and products; Position: Associate; Start date: 12/30/2022; hours per month: 160; securities trading hours 160; Duties: i continue to serve my existing clients while taking on new clients as an associate of Alera Group 4) The Ascent Group; Investment related: yes; 1403 Oak Circle, Lansdale, PA one nine four four six; Nature or Structure of Business: Sole Proprietorship working with The Ascent Group; Position: Investment Adviser Representative; Start date: 05/15/2021; hours per month: 160; securities trading hours 160; Duties: As an investment adviser representative, I will provide investment advice to clients in return for an advisory fee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-19 |
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