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4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-01-29 |
| KS | RA | APPROVED | 2022-08-02 |
| TX | RA | APPROVED | 2022-08-02 |
Branch Locations
4801 West 110Th Street Suite 200, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax Favored Benefits | Overland Park | KS | 10/2012 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 10/2012 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2013 | Present |
| Foundational Financial Partners | Overland Park | KS | 05/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 06/2023 |
| Tfb Advisors, Llc | Overland Park | KS | 08/2022 | Present |
TAX FAVORED BENEFITS; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE SALES; PRODUCER; START DATE=10/2012; HRS/MO=10; TRADING HRS/MO=10; DEVELOP AND IMPLEMENT PACKAGED INSURANCE PRODUCTS TO SATISFY CUSTOMERS WANTS AND NEEDS * Creative One; 11460 Tomahawk Creek Pkwy, Leawood KS 66211; inv rel; sale of life insurance and annuity products; Agent; start date=05/2016; hrs/mo=2; trading hrs/mo=2; packaging and placing life insurance or annuity contracts * Foundational Financial Partners; same as branch; inv rel; sale and placement of suitable insurance, annuity and managed money products to clients in need; Agent; start date=05/2016; hrs/mo=60; trading hrs/mo=40; sale and placement of suitable insurance and securities products * TFB Advisors LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=100; trading hrs/mo=100; IAR of Independent RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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