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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-01 |
Branch Locations
2001 W Willow Knolls Ste 205, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Services, Incorporated; Isi Marketing; Isi Consulting | Peoria | IL | 08/1984 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2002 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| The Isi Companies, Inc. | Peoria | IL | 04/2022 | Present |
| I.S.I. Investment Services, Inc. | Peoria | IL | 04/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INSURANCE SERVICES, INCORPORATED, ISI MARKETING, ISI CONSULTING; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES AND EQUITY INDEX ANNUITIES, CONSULTING ON INSURANCE FOR ESTATE AND BUSINESS PLANNING, MARKETING OF INSURANCE PRODUCTS TO OTHER INSURANCE FIRMS; PRESIDENT/CEO; START DATE=08/1984; HRS/MO=80; TRADING HRS/MO=80; PERSONAL SALES OF PRODUCTS, OVERSEE INDEPENDENT AGENTS BROKERING BUSINESS * The ISI Companies, Inc.; same as branch; inv rel; S Corp; CEO/President; start date=04/2022; hrs/mo=1; trading hrs/mo=1; holding company of the intellectual properties from Insurance Services, Incorporated * I.S.I. Investment Services, Inc.; same as branch; inv rel; S Corp; CEO/President; start date=04/2022; hrs/mo=40; trading hrs/mo=40; 100% owner * Rental Property; 1927 Case Creek, Peoria IL 61614; non-inv rel; rental home; Co-Owner; start date=05/2020; hrs/mo=5; trading hrs/mo=0; owner and responsible for property taxes, major repairs, insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-21 |
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