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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-10
AL RA APPROVED 2023-03-07
  • TX RA
    APPROVED_RES
    Since 2023-03-10
  • AL RA
    APPROVED
    Since 2023-03-07

Branch Locations

8178 Gadsden Hwy Ste 104, Trussville, AL 35173 • 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
Axa Advisors,Llc New York NY 12/2015 06/2020
Equitable Advisors, Llc New York NY 12/2015 12/2022
Ameritas Investment Company, Llc Lincoln NE 03/2023 Present
Ameritas Advisory Services, Llc Lincoln NE 03/2023 Present
Keystone Financial Group Trussville AL 03/2023 Present
Bni - Rainmakers Chapter Hoover AL 08/2025 Present
  • 12/2015 → 06/2020
    Axa Advisors,Llc
    New York, NY
  • 12/2015 → 12/2022
    New York, NY
  • 03/2023 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 03/2023 → Present
    Lincoln, NE
  • 03/2023 → Present
    Keystone Financial Group
    Trussville, AL
  • 08/2025 → Present
    Bni - Rainmakers Chapter
    Hoover, AL
Previous Registrations
  • 2016-01-29 → 2023-01-20
    Jasper, AL
    Trussville, AL
    Trussville, AL
    Trussville, AL
    Irondale, AL
Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * Keystone Financial Group; inv rel; same as branch; financial services; Agent; start date=03/2023; hrs/mo=220; trading hrs/mo=130; Para-planning, trading specialist and client liaison to assist advisors within the firm, will also work as a financial advisor * GEPM LLC; 1690 Bonner Hollow Rd, Nauvoo AL 35578; non-inv rel; LLC formed to manage inherited property from my grandmother; Partner; start date=10/2025; hrs/mo=2; trading hrs/mo=0; manage the property, manage the bank accounts for the business, make certain taxes are paid in a timely fashion * BNI - Rainmakers Chapter; inv rel; 1021 Brocks Gap Pkwy Ste 125, Hoover, AL 35244; Referral Sharing Network; Member; start date=08/2025; hrs/mo=10; trading hrs/mo=8; Meet with group members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-23
  • S66 Uniform Combined State Law Examination
    2016-01-23

View on SEC IAPD

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