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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
Branch Locations
1877 S Federal Highway Ste 210, Boca Raton, FL 33432 • 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 | 04/2006 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 04/2006 | Present |
| Lawless, Edwards & Warren | Boca Raton | FL | 03/2006 | Present |
| Montgomerie Financial | Boca Raton | FL | 01/2003 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
MONTGOMERIE FINANCIAL; SAME AS BRANCH; INV REL; ENGAGED IN THE SALE OF FIXED INSURANCE PRODUCTS TO CLIENTS; PRESIDENT; START DATE=01/2003; HRS/MO=5; TRADING HRS/MO=20; SALE OF INSURANCE PRODUCTS AND SERVICING POLICIES * LAWLESS, EDWARDS & WARREN; SAME AS BRANCH; INV REL; FINANCIAL PLANNING FIRM; DIRECTOR OF ADVANCED PLANNING; START DATE=03/2006; HRS/MO=10; TRADING HRS/MO=10; OVERALL FINANCIAL PLANNING SERVICES TO CLIENTS * CHRISTOPHER S. MARX; NON-INV REL; SAME AS BRANCH; REVOCABLE TRUST; EXECUTOR; START DATE=09/2025; HRS/MO=20; TRADING HRS/MO=20; VALIDATE WILL, WORK THROUGH PROBATE PROCESS, OVERSEE AND SECURE ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-30 |
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