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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-15 |
| OH | RA | APPROVED | 2021-11-01 |
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 Company, Llc | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| Wilcox Financial | Toledo | OH | 03/1985 | 08/2020 |
| Premier Planning Group | Toledo | OH | 09/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Self Employed | Sylvania | OH | 01/2022 | Present |
| Premier Planning Partners, Llc | Toledo | OH | 05/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS *Premier Planning Group; Inv/Rel; Same as business; insurance and investments; Self Employed agent; start date=09/01/2020; Hrs/Mo=270; Trading Hrs/Mo=240; Insurance Sales through Ameritas Investments. * Self Employed; non inv rel; same as residence; Acting; Actor; start date=01/2022; hrs/mo=1; trading hrs/mo=0; Acting * Premier Planning Partners, LLC; inv rel; same as branch; Property management; Partner; start date=05/2023; hrs/mo=10; trading hrs/mo=10; Managing relationship of 5 partners' offices, sharing of resources
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-29 |
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