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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

10715 Gulfdale St Ste 225, San Antonio, TX 78216 • 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
Texas Hill Country Financial Services, Llc Wimberley TX 10/2004 Present
Ameritas Investment Corp Lincoln NE 01/2007 Present
Granite Financial Solutions, Llc Wimberley TX 09/2012 Present
Gfs Financial Solutions, Llc San Antonio TX 01/2015 Present
Pilot Catastrophe Mobile AL 06/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2004 → Present
    Texas Hill Country Financial Services, Llc
    Wimberley, TX
  • 01/2007 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 09/2012 → Present
    Granite Financial Solutions, Llc
    Wimberley, TX
  • 01/2015 → Present
    Gfs Financial Solutions, Llc
    San Antonio, TX
  • 06/2019 → Present
    Pilot Catastrophe
    Mobile, AL
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2006-06-13 → 2007-01-29
    Osaic Fs, Inc.
    Wimberley, TX
    Wimberley, TX
  • 1999-12-08 → 2006-04-17
    Securian Financial Services, Inc.
    Wimberley, TX
    San Antonio, TX
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TEXAS HILL COUNTRY FINANCIAL SERVICES, LLC; SAME AS RESIDENCE; INV REL; DBA FOR MY INSURANCE BUSINESS; EMPLOYEE; START DATE=10/2004; HRS/MO=40; TRADING HRS/MO=40; INSURANCE AND ANNUITY SALES, DISABILITY AND LONG-TERM CARE INSURANCE SALES * BLANCO CHAMBER OF COMMERCE; 312 PECAN ST, BLANCO TX; NON-INV REL; CHAMBER OF COMMERCE; SECRETARY; START=09/2007; HRS/MO=8-10; TRADING HRS/MO=8-10; ATTEND MEETINGS, RECORD MINUTES AND PRESENT THEM AT MEETINGS * GRANITE FINANCIAL SOLUTIONS, LLC; SAME AS RESIDENCE; INV REL; FINANCIAL PLANNING; FINANCIAL CONSULTANT; START DATE=09/2012; HRS/MO=40; TRADING HRS/MO=40; PROSPECTIVE CLIENT CONTACT AND FOLLOW-UP, FINANCIAL PLANNING AND PRESENTATION, PRODUCT PRESENTATION, PRODUCT SALES SPECIFIC TO THE PARTICULAR CLIENTS' NEEDS, CLIENT FOLLOW-UP AND REVIEW * GFS FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; LIFE INSURANCE AND ANNUITIES PLACEMENT; ASSOCIATE; START DATE=01/2015; HRS/MO=200; TRADING HRS/MO=160; CLIENT ACQUISITION, SALES OF FINANCIAL PRODUCTS PER CLIENT PROFILE AND NEED * Pilot Catastrophe; 1055 Hillcrest Ste B1, Mobile AL 36695; non-inv rel; property insurance adjusting-Pilot is a company that is hired by property insurance companies to provide adjusters and ladder assists when the need arises; Ladder Assist; start date=06/2019; hrs/mo=200; trading hrs/mo=160; outside insurance adjusters need someone to climb onto the roofs of the damaged property they're adjusting-the ladder assist climbs onto the roofs and scopes out the damages or lack thereof and reports all information to the outside adjuster

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-07
  • S66 Uniform Combined State Law Examination
    1999-12-07

View on SEC IAPD

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