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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

615 High St Ste 200, Worthington, OH 43085 • 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
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Central Ohio Financial Management Group Llc Worthington OH 09/2001 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 09/2001 → Present
    Central Ohio Financial Management Group Llc
    Worthington, OH
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

*LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *CENTRAL OHIO FINANCIAL MANAGEMENT GROUP LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; INDEPENDENT REPRESENTATIVE; START DATE=09/2001; HRS/MO=160; TRADING HRS/MO=160; FINANCIAL PLANNING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-03-19
  • S63 Uniform Securities Agent State Law Examination
    2002-03-19
Other Names
  • Dan Singleton

View on SEC IAPD

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