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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 01/2015 | 02/2024 |
| Penn Mutual Life Insurance Co | Horsham | PA | 03/2000 | 02/2024 |
| Abundant Life Wealth Strategies | Bixby | OK | 08/2023 | Present |
| Midtown Wealth Management | Tulsa | OK | 01/1987 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2024 | Present |
| Ameritas Insurance Corp. | Lincoln | NE | 02/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2024 | Present |
| Abundant Life Wealth Strategies, Llc | Tulsa | OK | 02/2024 | Present |
ABUNDANT LIFE WEALTH STRATEGIES; 11511 S 108TH E AVE, BIXBY, OK, 74008; INV REL; INSURANCE; OWNER; START DATE=08/2023; HRS/MO=55; TRADING HRS/MO=55; INSURANCE PRODUCTS * dba MIDTOWN WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INSURANCE; BROKER; START DATE=01/1987; HRS/MO=150; TRADING HRS/MO=130; INSURANCE * dba ABUNDANT LIFE WELATH STRATEGIES, LLC; INV REL; SAME AS BRANCH; INSURANCE SERVICES; BROKER; START DATE=02/2024; HRS/MO=10; TRADING HRS/MO=5; HELP FIND INSURANCE COVERAGE FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-23 |
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