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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
1050 S Central Expressway Ste 1250, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-25 |
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