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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-18 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
7 Parkway Center Ste 650, Pittsburgh, PA 15220 • United States
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 | 05/1986 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/1988 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2010 | Present |
| Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa | Indiana | PA | 07/2007 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Wpa Financial Center Dba Ameritas Financial Services Of Wpa | Indiana | PA | 07/2007 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE AND FINANCIAL PRODUCT SALES, ADMINISTRATIVE WORK FOR THE FINANCIAL CENTER; OWNER/MANAGING PARTNER; START DATE=07/2007; HRS/MO=120; TRADING HRS/MO=120; INSURANCE AND ANNUITY SALES, SUPERVISOR, MANAGEMENT OF STAFF, RECRUITING DUTIES * SPT Properties LLC; same as branch; non-inv rel; LLC created when I purchased my office building; Owner; start date=01/2011; hrs/mo=2; trading hrs/mo=0; building upkeep, maintenance, taxes, mortgage and interest payments, etc. * NAIFA of Indiana County, PA; 922 Philadelphia St, Indiana PA 15701; non-inv rel; local chapter of the National Life Insurance and Financial Advisors organization; Board of Directors; start date=01/1994; hrs/mo=1; trading hrs/mo=1; monthly or quarterly meetings to discuss local, state and national issues that our members need to be aware of that affects our industry * WPA Financial Center dba Ameritas Financial Services of WPA; inv rel; same as branch; Insurance and financial product sales; Owner; start date=07/2007; hrs/mo=120; trading hrs/mo=120; Insurance and annuity sales, supervising, management of staff, admin duties on existing business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-03 |
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