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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 11/2010 | Present |
| Ameritas Life Insurance | Lincoln | NE | 11/2010 | Present |
| David White & Associates | San Ramon | CA | 01/2009 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL SERVICES AGENCY; ASSOCIATE; START DATE=01/2009; HRS/MO=160; TRADING HRS/MO=160; SELL LIFE AND DI INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-28 |
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