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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| NY | 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 |
|---|---|---|---|---|
| Center For Estate And Retirement Planning | Watertown | NY | 01/2010 | 01/2018 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| North Country Consulting | Watertown | NY | 01/2010 | 12/2016 |
| United Professional Advisors Llc | Watertown | NY | 01/2010 | Present |
| Ameritas Life Insurance | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 12/2005 | Present |
| United Wealth Advisor Group | Watertown | NY | 10/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| The Afp Group | Houston | TX | 07/2021 | Present |
| United Professional Benefits | Belleair | FL | 03/2022 | Present |
| Gingham Llc | Falmouth | ME | 01/2026 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * UNITED PROFESSIONAL ADVISORS LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; PARTNER; START DATE=01/2010; HRS/MO=20; TRADING HRS/MO=20; FINANCIAL PLANNING FOR CLIENTS * UNITED WEALTH ADVISOR GROUP; SAME AS BRANCH; INV REL; GENERAL AGENCY FOR LIFE INSURANCE AND INVESTMENTS; CHIEF OPERATIONS OFFICER; START DATE=10/2013; HRS/MO=20; TRADING HRS/MO=20; ACTING AS CHIEF OPERATION OFFICER, RUNNING DAY-TO-DAY OPERATIONS * The AFP Group; 602 Sawyer St, Houston TX 77007; inv rel; wholly owned subsidiary of UWAG, LLC; Owner; start date=07/2021; hrs/mo=5; trading hrs/mo=5; insurance and financial planning firm that was purchased by UWAG, LLC * United Professional Benefits; same as residence; non-inv rel; providing health benefits; Owner; start date=03/2022; hrs/mo=40; trading hrs/mo=40; owner-providing health benefits * Gingham LLC; 21 Pinehurst Ln, Falmouth ME 04105; inv rel; Employee Benefits; Partner; start date=01/2026; hrs/mo=15; trading hrs/mo=15; meet with clients and talk with insurance companies about employee benefits
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-15 |
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