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Margaret Mary Dipaolo

Ameritas Advisory Services, LLC

Carmel, IN

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

11595 N Meridian St Ste 870, Carmel, IN 46032 • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 01/2009 Present
Ameritas Life Insurance Lincoln NE 01/2009 Present
National Financial Group Carmel IN 12/1996 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Embracing Abilities Carmel IN 03/2024 05/2025
Md Financial Advisor, Llc Carmel IN 04/2025 Present
  • 01/2009 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 01/2009 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 12/1996 → Present
    National Financial Group
    Carmel, IN
  • 11/2021 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 03/2024 → 05/2025
    Embracing Abilities
    Carmel, IN
  • 04/2025 → Present
    Md Financial Advisor, Llc
    Carmel, IN
Other Businesses

NATIONAL FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE SALES; AGENT; START DATE=12/1996; HRS/MO=160; TRADING HRS/MO=160; SELL INSURANCE * Magpie Indy, LLC; non-inv rel; same as residence; LLC for Real Estate Purchase; Owner; start date=04/2024; hrs/mo=4; trading hrs/mo=0; Maintain the property, paying expenses, creating and managing rental agreements * Rental Home; non inv rel; same as residence; Rental Property; Owner; start date=08/2024; hrs/mo=5; trading hrs/mo=0; Collecting rent, paying expenses * MD Financial Advisor, LLC; inv rel; same as branch; LLC for W2 Employee; Owner; start date=04/2025; hrs/mo=4; trading hrs/mo=4; LLC created to for intern's compensation and expenses related to licensing

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-16
S63 Uniform Securities Agent State Law Examination 1997-02-10
  • S65 Uniform Investment Adviser Law Examination
    2016-05-16
  • S63 Uniform Securities Agent State Law Examination
    1997-02-10
Other Names
  • Margaret Dipaolo
  • Maggie Dipaolo

View on SEC IAPD

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WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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