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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

759 Sw Federal Hwy Ste 326, Stuart, FL 34994 • 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 04/2003 Present
Ameritas Life Insurance Corp Lincoln NE 03/2003 Present
Self Employed Port St Lucie FL 06/1999 Present
Keaney Financial Services Corp Stuart FL 06/2003 Present
Ameritas Life Insurance Corp. Of New York Suffern NY 10/2008 Present
Ameritas Advisory Services, Llc Stuart FL 11/2021 Present
  • 04/2003 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 03/2003 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/1999 → Present
    Self Employed
    Port St Lucie, FL
  • 06/2003 → Present
    Keaney Financial Services Corp
    Stuart, FL
  • 10/2008 → Present
    Ameritas Life Insurance Corp. Of New York
    Suffern, NY
  • 11/2021 → Present
    Stuart, FL
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * KEANEY FINANCIAL SERVICES CORP dba KEANEY CORPORATE SERVICES; SAME AS BRANCH; INV-REL; S-CORP FOR INSURANCE BUSINESS; OWNER/PRESIDENT; START DATE=06/2003; HRS/MO=160; TRADING HRS/MO=160; INDIVIDUAL & BUSINESS INSURANCE PLANNING, ALSO INCLUDES GROUP BENEFITS AND COMMISSIONS FROM BENEFIT MALL FOR USING THEIR PAYROLL SERVICES WITH OUR BUSINESS CLIENTS * KEANEY HOLDINGS LLC; 180 SW FERNLEAF TRL, PORT SAINT LUCIE, FL 34986; NON-INV REL; RENTING A HOUSE; OWNER; START DATE=12/2009; HRS/MO=1; TRADING HRS/MO=0; DUTIES N/A * Economic Council of Martin County; 1002 SE Monterey Commons Blvd Ste 201, Stuart FL 34996; non-inv rel; local organization of business owners, CEOs and high level executives that together work for the business community to improve the growth of the county, membership to this organization is by invitation only, there's different committees that you participate in based on your type of business industry, knowledge, expertise and/or education; Board Member; start date=05/2018; hrs/mo=6; trading hrs/mo=1; participate in helping monitor and develop ideas on how to improve the growth and betterment of our county

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-16
  • S66 Uniform Combined State Law Examination
    2007-01-16

View on SEC IAPD

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