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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-11 |
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc | Andover | NH | 10/2016 | 03/2018 |
| At&T | Nashua | NH | 11/2015 | 10/2016 |
| Ameritas Investment Corp | Lincoln | NE | 05/2018 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2018 | Present |
| United Professional Advisors | Watertown | NY | 01/2023 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2018 | Present |
| Empower Retirement | Andover | MA | 10/2016 | 03/2018 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| United Wealth Advisors Group, Llc (Uwag) | Watertown | NY | 07/2020 | Present |
| United Professional Benefits | Watertown | NY | 01/2023 | Present |
United Professional Advisors; same as branch; inv rel; sale of life insurance, disability insurance and any other Ameritas product; Agent; start date=01/2023; hrs/mo=20; trading hrs/mo=20; referrals for group health insurance * United Wealth Advisors Group, LLC (UWAG); same as branch; inv rel; retirement planning, life insurance, estate planning and other financial education for clients; Financial Advisor; start date=07/2020; hrs/mo=160; trading hrs/mo=160; retirement and estate education planning for clients, help process rollovers and determine life insurance needs on a case by case basis * United Professional Benefits; inv rel; same as branch; Insurance services; Agent; start date=01/2023; hrs/mo=20; trading hrs/mo=20; Referrer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-07 |
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