Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-15 |
| MD | RA | APPROVED | 2021-11-01 |
Branch Locations
1101 Wootton Pkwy Ste 450, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2003 | Present |
| Wealth Advisors Group Llc | Rockville | MD | 08/1986 | Present |
| Ameritas Life Insurance | Lincoln | NE | 06/2006 | Present |
| United Wealth Advisors Group, Llc | Rockville | MD | 10/2013 | Present |
| Afp Group | Houston | TX | 01/2016 | 06/2022 |
| Acacia Financial Group | Metairie | LA | 01/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WEALTH ADVISORS GROUP LLC; SAME AS BRANCH; INV REL; DBA FOR INSURANCE AND INVESTMENT SERVICES; ADVISOR; START DATE=08/1986; HRS/MO=20; TRADING HRS/MO=20; SALES AND SERVICE * UNITED WEALTH ADVISORS GROUP, LLC; SAME AS BRANCH; INV REL; SALES AND SUPPORT OF INSURANCE AND INVESTMENTS; CFO; START DATE=10/2013; HRS/MO=20; TRADING HRS/MO=10; HANDLE ANY FINANCIAL ISSUES OF COMPANY * Acacia Financial Group; 3500 N Causeway Blvd Ste 830, Metairie LA 70002; inv rel; insurance and securities sales and services; Co-General Agent; start date=01/2018; hrs/mo=10; trading hrs/mo=10; overall finances * Lion Street; same as branch; inv rel; risk products (fixed products only) for non-Ameritas business; Agent; start date=07/2020; hrs/mo=10; trading hrs/mo=8; evaluating and implementing risk products for clients, mainly fixed life insurance * Wealth Advisors Group, LLC; inv rel; same as branch; Life Settlements; Broker; start date=03/2023; hrs/mo=2; trading hrs/mo=2; introduce my clients to a brokerage firm that can sell their policy, organize documents and assist my client with understanding this process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-09 |
Reach out to this advisor