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Arnolds Andra Grava

Ameritas Advisory Services, LLC

Allen, TX

CRD 4578696

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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

1050 S Central Expressway Ste 1250, Allen, TX 75013 • 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
Ameritas Life Insurance Corp Of New York New York NY 03/2011 Present
The Di Center, Llc Allen TX 01/2012 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
  • 03/2011 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 01/2012 → Present
    The Di Center, Llc
    Allen, TX
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2004-04-26 → 2006-06-30
    Carillon Investments, Inc.
    Addison, TX
    Addison, TX
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *THE DI CENTER, LLC; SAME AS BRANCH; INV REL; INSURANCE BROKERAGE, PRIMARILY DISABILITY INSURANCE, ALSO HANDLE LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE, LONG-TERM CARE, GROUP INSURANCE AND CRITICAL ILLNESS; GENERAL AGENT; START DATE=01/2012; HRS/MO=160; TRADING HRS/MO=120; MANAGEMENT AND SALES; * My PFTM; same as residence; non-inv rel; software development-personal financial task management software and mobile application, designing to be part of sales process using Agile Method of determining client's vision, story, tasks and tracking tasks through Sprint and then follow up/feedback, review and repeat process; Founder/Owner; start date=03/2020; hrs/mo=10; trading hrs/mo=0; development, original idea and design, working with contract software programmers to develop product, test and eventually license and sell

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-19
S63 Uniform Securities Agent State Law Examination 2002-09-25
  • S66 Uniform Combined State Law Examination
    2004-03-19
  • S63 Uniform Securities Agent State Law Examination
    2002-09-25
Other Names
  • A. Andra Grava

View on SEC IAPD

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