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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

5540 Far Hills Ave Unit 107, Dayton, OH 45429 • 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
Meyer Financial Management, Llc Dayton OH 04/2004 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 04/2004 → Present
    Meyer Financial Management, Llc
    Dayton, OH
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

*LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS. *MEYER FINANCIAL MANAGEMENT LLC; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE; PRESIDENT; START DATE = 04/2004; HRS/MO = 0; TRADING HRS/MO = 0; INSURANCE SALES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-06
S63 Uniform Securities Agent State Law Examination 1999-12-03
  • S66 Uniform Combined State Law Examination
    2007-07-06
  • S63 Uniform Securities Agent State Law Examination
    1999-12-03

View on SEC IAPD

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