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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-16
NC RA APPROVED 2026-07-13
  • NE RA
    APPROVED
    Since 2026-07-16
  • NC RA
    APPROVED
    Since 2026-07-13

Branch Locations

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife/Mass Mutual Charlotte NC 06/2014 11/2016
Unemployed Columbus OH 12/2016 04/2017
New York Life Insurance Co Dublin OH 04/2017 04/2018
Nylife Securities Llc Dublin OH 04/2017 04/2018
Eagle Strategies Llc Dublin OH 11/2017 04/2018
Mutual Of Omaha Investor Services Charlotte NC 05/2018 05/2019
Mutual Of Omaha Insurance Company Charlotte NC 05/2018 05/2019
Axa Equitable Charlotte NC 02/2020 06/2020
Axa Advisors, Llc New York NY 02/2020 06/2020
Unemployed Charlotte NC 05/2019 02/2020
Equitable Advisors, Llc New York NY 02/2020 08/2021
Equitable Advisors, Llc New York NY 02/2020 08/2021
Guardian Life Insurance Co Of America New York NY 09/2021 06/2024
Park Avenue Securities, Llc New York NY 09/2021 06/2024
Guardian Life Insurance Company Charlotte NC 06/2024 07/2026
Park Avenue Securities Charlotte NC 06/2024 07/2026
Ameritas Advisory Services, Llc Lincoln NE 07/2026 Present
Ameritas Investment Company, Llc Lincoln NE 07/2026 Present
Ameritas Life Insurance Corp. Lincoln NE 07/2026 Present
  • 06/2014 → 11/2016
    Metlife/Mass Mutual
    Charlotte, NC
  • 12/2016 → 04/2017
    Unemployed
    Columbus, OH
  • 04/2017 → 04/2018
    New York Life Insurance Co
    Dublin, OH
  • 04/2017 → 04/2018
    Nylife Securities Llc
    Dublin, OH
  • 11/2017 → 04/2018
    Dublin, OH
  • 05/2018 → 05/2019
    Mutual Of Omaha Investor Services
    Charlotte, NC
  • 05/2018 → 05/2019
    Mutual Of Omaha Insurance Company
    Charlotte, NC
  • 02/2020 → 06/2020
    Axa Equitable
    Charlotte, NC
  • 02/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2019 → 02/2020
    Unemployed
    Charlotte, NC
  • 02/2020 → 08/2021
    New York, NY
  • 02/2020 → 08/2021
    New York, NY
  • 09/2021 → 06/2024
    Guardian Life Insurance Co Of America
    New York, NY
  • 09/2021 → 06/2024
    New York, NY
  • 06/2024 → 07/2026
    Guardian Life Insurance Company
    Charlotte, NC
  • 06/2024 → 07/2026
    Park Avenue Securities
    Charlotte, NC
  • 07/2026 → Present
    Lincoln, NE
  • 07/2026 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 07/2026 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
Previous Registrations
  • 2021-10-14 → 2026-07-27
    New York, NY
    Waxhaw, NC
    New York, NY
    Charlotte, NC
  • 2020-02-24 → 2021-08-09
    Charlotte, NC
  • 2018-05-15 → 2019-04-16
    Charlotte, NC
  • 2017-11-07 → 2018-04-25
    Dublin, OH
  • 2014-08-19 → 2016-12-13
    Msi Financial Services, Inc.
    Galena, OH
    Charlotte, NC
  • 2013-05-09 → 2014-08-01
    Osaic Services, Inc.
    Scottsdale, AZ
  • 2011-10-11 → 2013-04-19
    Osaic Fa, Inc.
    Chicago, IL
  • 2008-03-27 → 2011-07-20
    Investment Professionals, Inc.
    Charlotte, NC
    San Antonio, TX
  • 2005-10-10 → 2006-11-08
    Uvest Financial Services Group, Inc.
    Charlotte, NC
    Charlotte, NC
  • 2005-04-08 → 2005-09-01
    Bofa Advisors, Llc
    Charlotte, NC
  • 2004-07-28 → 2005-04-08
    Columbia Management Advisors, Inc.
    Boston, MA
  • 2003-01-01 → 2004-07-22
    Bacap Distributors, Llc
    Charlotte, NC
  • 2002-02-22 → 2003-01-01
    Charlotte , NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-11
S63 Uniform Securities Agent State Law Examination 2000-11-22
  • S65 Uniform Investment Adviser Law Examination
    2002-01-11
  • S63 Uniform Securities Agent State Law Examination
    2000-11-22
Other Names
  • David Michael Lieberman

View on SEC IAPD

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