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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-26 |
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 |
|---|---|---|---|---|
| Ics Financial, Inc. | The Plains | VA | 08/1997 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2012 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2012 | Present |
| Ics Financial Group, Inc. | The Plains | VA | 01/2017 | Present |
| Group Underwriters Agency Inc | Charlottesville | VA | 08/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2026 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; * ICS FINANCIAL, INC.; SAME AS BRANCH; INV REL; PERSONALLY PRODUCE AND RECRUIT AGENTS TO SELL AND MARKET FIXED LIFE INSURANCE AND ANNUITIES AS WELL AS SUPPLEMENTAL INSURANCE (LONG TERM CARE, MED SUPS AND DI); OWNER; START DATE=08/1997; HRS/MO=20; TRADING HRS/MO=20; PERSONALLY PRODUCE AND RECRUIT AGENTS TO SELL FIXED LIFE INSURANCE AND ANNUITIES AS WELL AS SUPPLEMENTAL INSURANCE (LONG TERM CARE, MED SUPS AND DI); * ICS Financial Group, Inc.; same as branch; inv rel; receive direct override commissions from sales of insurance (non-registered) products that are sold by closely affiliated agents of ICS Financial; Partner; start date=01/2017; hrs/mo=0; trading hrs/mo=0; no duties * ICS Financial Properties, LLC; same as branch; non-inv rel; owns the building where my practice and business is located and operated from; Member; start date=04/2019; hrs/mo=1; trading hrs/mo=0; collect rent from ICS Financial, Inc. and pay mortgage, taxes and utilities to appropriate entities * Rosemary Farm Corp.; 3916 Lea Rd, Marshall VA 20115; non-inv rel; entity that owns family farm; Partner; start date=12/2016; hrs/mo=0; trading hrs/mo=0; no duties * Group Underwriters Agency Inc; 505 Faulconer Dr Ste 2A, Charlottesville, VA 22903; inv rel; company sells property & casualty ins, group health & employment benefits and life & disability insurance; CEO; start date=08/2022; hrs/mo=10; trading hrs/mo=10; provide marketing, HR & operations guidance to company, financial decisions for organization to maintain profitability * ICS Financial Properties, LLC; non inv rel; same as branch; owns the building where my practice and business is located and operated from; Member; start date=4/2019; hrs/mo=1; trading hrs/mo=0; collect rent from ICS Financial, Inc and other tenants of other properties and pay mortgage, taxes and utilities to appropriate entities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-02 |
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