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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545 • 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 | 06/2006 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 06/2006 | Present |
| 20/20 Financial Advisers - Michiana, Llc | Mishawaka | IN | 01/2014 | 01/2019 |
| 20/20 Capital Management | Costa Mesa | CA | 12/2015 | 12/2018 |
| Canvas Financial | Mishawaka | IN | 08/2018 | Present |
| Grunawalt Financial Advisors, Llc | Mishawaka | IN | 07/2019 | 12/2019 |
| Verso Financial | Mishawaka | IN | 11/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Verso Enterprises, Inc | Mishawaka | IN | 07/2022 | Present |
| Canvas Tax Services, Llc | Mishawaka | IN | 11/2023 | Present |
Canvas Financial; same as branch; inv rel; organization that combines six different offices already with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=8; trading hrs/mo=8; partner helping make decisions on marketing of our group * VERSO FINANCIAL; SAME AS BRANCH; INV REL; DBA FOR LOCAL MARKETING; OWNER; START DATE=11/2018; HRS/MO=160; TRADING HRS/MO=130; RUNNING DAY TO DAY OPERATIONS OF THE VERSO BUSINESS * Verso Enterprises, Inc; inv rel; same as branch; Marketing; President; start date=07/2022; hrs/mo=5; trading hrs/mo=1; Marketing and advertising services * Canvas Tax Services, LLC; non inv rel; 3930 Edison Lakes Pkwy Ste 220, Mishawaka, IN 46545; Tax preparation, payroll; Officer; start date=11/2023; hrs/mo=10; trading hrs/mo=5; President and 70% owner I will build a team to increase volume.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-30 |
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