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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central Financial Services | Lincoln | NE | 06/2016 | Present |
| Ameritas Investment Corp | Lincoln | NE | 10/2016 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Ameritas Wealth Advisors | Lincoln | NE | 10/2022 | Present |
| Envision Wealth Network | Lincoln | NE | 01/2023 | Present |
Central Financial Services; same as branch; inv rel; life insurance, disability insurance, long term care, annuities and health; conduct reviews and offer fixed insurance and investment products through my b/d AIC; Investment Advisor Representative; start date=06/2016; hrs/mo=40; trading hrs/mo=40; all duties of an investment advisor representative and registered representative * dba AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INVESTMENTS AND INSURANCE; IAR; START DATE=10/2022; HRS/MO=160; TRADING HRS/MO=160; INVESTMENT AND INSURANCE PLANNING * dba Envision Wealth Network; same as branch; inv rel; Investment and Insurance business; IAR; start date=01/2023; hrs/mo=0; trading hrs/mo=0; not using this DBA for myself, owner is using to recruit independent agencies to the firm * Notary Public; same as branch; non-inv rel; Notary Public; Notary Public; start date=01/2026; hrs/mo=1; trading hrs/mo=1; provide notary service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-02 |
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