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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-01
  • NY RA
    APPROVED
    Since 2021-11-01

Branch Locations

401 Franklin Ave Ste 302, Westbury, NY 11590 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 12/2009 Present
Ameritas Life Insurance Lincoln NE 12/2009 Present
Independent Financial Solutions Garden City NY 06/2009 Present
Integrated Wealth Solutions Inc Westbury NY 01/2006 Present
Ameritas Life Insurance Corp Of New York New York NY 12/2007 Present
Empire Financial Partners Westbury NY 07/2011 12/2016
Integrated Hr, Inc Garden City NY 09/2011 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 12/2009 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 12/2009 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 06/2009 → Present
    Independent Financial Solutions
    Garden City, NY
  • 01/2006 → Present
    Integrated Wealth Solutions Inc
    Westbury, NY
  • 12/2007 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 07/2011 → 12/2016
    Empire Financial Partners
    Westbury, NY
  • 09/2011 → Present
    Integrated Hr, Inc
    Garden City, NY
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INDEPENDENT FINANCIAL SOLUTIONS; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=06/2009; HRS/MO=10; TRADING HRS/MO=5; SELL INSURANCE * INTEGRATED WEALTH SOLUTIONS INC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; OWNER; START DATE=01/2006; HRS/MO=160; TRADING HRS/MO=160; SALES * G&I Realty Enterprises LLC; same as residence; non-inv rel; real estate holding company; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; maintain properties * Integrated Hr, Inc; same as residence; inv rel; sell health insurance and fixed insurance products; President; start date=09/2011; hrs/mo=10; trading hrs/mo=10; broker selling health insurance * Direct Care Carrier, LLC; 134 Poningo St, Port Chester NY 10573; non-inv rel; providing transportation for employees (aides) of home care agencies in New York, employer directed Uber-like transportation service; Partner; start date=06/2018; hrs/mo=5; trading hrs/mo=0; general management

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-12-28
  • S63 Uniform Securities Agent State Law Examination
    2004-12-28
Other Names
  • Joe Imbriano

View on SEC IAPD

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