Ameritas Investment Corp.

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Company Details

Name:	Ameritas Investment Corp.
Jurisdiction:	Rhode Island
Entity type:	Foreign Corporation
Status:	Conversion
Date of Organization in Rhode Island:	06 Jan 1997 (28 years ago)
Date of Dissolution:	05 Jun 2020 (5 years ago)
Date of Status Change:	05 Jun 2020 (5 years ago)
Identification Number:	000093033
Place of Formation:	NEBRASKA
Purpose:	AIC IS A FULL SERVICE BROKER/DEALER WHO SELLS STOCKS, BONDS, MUTUAL FUNDS AND ANNUITIES. AIC ALSO ACTS AS UNDERWRITER FOR VARIABLE PRODUCTS AND OPERATES INVESTMENT BANKING BUSINESS FOR CAPITAL MARKETS IN THE STATE OF NEBRASKA.
Principal Address:	5900 O STREET, LINCOLN, NE, 68510-2234, USA

Industry & Business Activity

NAICS

524210 Insurance Agencies and Brokerages

This industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau

Agent

Name	Role	Address
CT CORPORATION SYSTEM	Agent	450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA

DIRECTOR

Name	Role	Address
BRENT F. KORTE	DIRECTOR	5900 O STREET LINCOLN, NE 68510 USA
WILLIAM W. LESTER	DIRECTOR	5900 O STREET LINCOLN, NE 68510-2234 USA

SECOND VICE PRESIDENT, BROKER DEALER COMPLIANCE

Name	Role	Address
MARIA E. SHERFFIUS	SECOND VICE PRESIDENT, BROKER DEALER COMPLIANCE	5900 O STREET LINCOLN, NE 68510-2234 USA

SECOND VICE PRESIDENT, BUSINESS DEVELOPMENT

Name	Role	Address
BRANDON M. MANN	SECOND VICE PRESIDENT, BUSINESS DEVELOPMENT	5900 O STREET LINCOLN, NE 68510-2234 USA

VICE PRESIDENT, COMPLIANCE

Name	Role	Address
JAMES E. CLEMENTS	VICE PRESIDENT, COMPLIANCE	5900 O STREET LINCOLN, NE 68510-2234 USA

VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES

Name	Role	Address
CONNIE S. GROSSER	VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES	1876 WAYCROSS RD. CINCINNATI, OH 45240 USA

VICE PRESIDENT, PUBLIC FINANCE

Name	Role	Address
JENNIFER A. KOBZA	VICE PRESIDENT, PUBLIC FINANCE	440 REGENCY PKWY DR., STE. #222 OMAHA, NE 68114 USA
JOHN E TRECEK	VICE PRESIDENT, PUBLIC FINANCE	440 REGENCY PKWY DR., STE. #222 OMAHA, NE 68114 USA

SECOND VICE PRESIDENT, WEALTH MANAGEMENT SERVICES

Name	Role	Address
MICHAEL J. MOSS	SECOND VICE PRESIDENT, WEALTH MANAGEMENT SERVICES	5900 O STREET LINCOLN, NE 68510-2234 USA

VICE PRESIDENT, CHIEF FINANCIAL OFFICER

Name	Role	Address
GERALD Q. HERBERT	VICE PRESIDENT, CHIEF FINANCIAL OFFICER	5900 O STREET LINCOLN, NE 68510 USA

SENIOR VICE PRESIDENT, OPERATIONS, AIC

Name	Role	Address
HEATHER J. NAGENGAST	SENIOR VICE PRESIDENT, OPERATIONS, AIC	5900 O STREET LINCOLN, NE 68510-2234 USA

CORPORATE SECRETARY

Name	Role	Address
CHRISTINE M. NEIGHBORS	CORPORATE SECRETARY	5900 O STREET LINCOLN, NE 68510-2234 USA

ASSISTANT SECRETARY

Name	Role	Address
ROBERT-JOHN H. SANDS	ASSISTANT SECRETARY	789 STEPHANIE CIRCLE GREAT FALLS, VA 22066 USA

ASSISTANT SECRETARY, TAX ACCOUNTING

Name	Role	Address
MARY H. RUTFORD	ASSISTANT SECRETARY, TAX ACCOUNTING	5900 O STREET LINCOLN, NE 68510-2234 USA

SECOND VICE PRESIDENT, OPERATIONS

Name	Role	Address
DEIDRE D. CADWELL	SECOND VICE PRESIDENT, OPERATIONS	5900 O STREET LINCOLN, NE 68510-2234 USA

DIRECTOR, CHAIR

Name	Role	Address
RYAN C. BEASLEY	DIRECTOR, CHAIR	5900 O STREET LINCOLN, NE 68510-2234 USA

VICE PRESIDENT & MANAGING DIRECTOR, PUBLIC FINANCE

Name	Role	Address
MICHAEL E. SHOEMAKER	VICE PRESIDENT & MANAGING DIRECTOR, PUBLIC FINANCE	5900 O STREET LINCOLN, NE 68510-2234 USA

DIRECTOR, SVP, AGENCY & ADVISOR DISTRIBUTION & AIC PRESIDENT

Name	Role	Address
KURT J. SHALLOW	DIRECTOR, SVP, AGENCY & ADVISOR DISTRIBUTION & AIC PRESIDENT	128 PROSPECT STREET AUBURN, MA 01501 USA

Events

Type	Date	Old Value	New Value
Conversion	2020-06-05	Ameritas Investment Corp.	AMERITAS INVESTMENT COMPANY LLC on 06-05-2020

Filings

Number	Name	File Date
202033449490	Annual Report	2020-01-30
201987115840	Annual Report	2019-02-20
201858791340	Annual Report	2018-02-22
201730546710	Annual Report	2017-01-20
201691201800	Annual Report	2016-01-25

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Date of last update: 26 Jun 2025

Sources: Rhode Island Department of State