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Zoe Leigh Woods

Ameritas Advisory Services, LLC

Carmel, IN

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-19
IN RA APPROVED 2022-01-18
  • TX RA
    APPROVED
    Since 2022-01-19
  • IN RA
    APPROVED
    Since 2022-01-18

Branch Locations

11595 N Meridian St Ste 870, Carmel, IN 46032 • 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 Company, Llc Lincoln NE 07/2021 Present
University Of Dayton Dayton OH 08/2017 06/2021
Carmel High School Carmel IN 08/2015 06/2017
Ameritas Advisory Services, Llc Lincoln NE 01/2022 Present
National Financial Group Carmel IN 01/2022 Present
  • 07/2021 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/2017 → 06/2021
    University Of Dayton
    Dayton, OH
  • 08/2015 → 06/2017
    Carmel High School
    Carmel, IN
  • 01/2022 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 01/2022 → Present
    National Financial Group
    Carmel, IN
Other Businesses

National Financial Group; Same as Branch; inv-rel; DBA created by OSJ; DBA; start date=1/22; hrs/mo=160; trading hrs/mo=160; no duty or responsibility to the corporation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-14
S63 Uniform Securities Agent State Law Examination 2021-11-30
  • S65 Uniform Investment Adviser Law Examination
    2022-01-14
  • S63 Uniform Securities Agent State Law Examination
    2021-11-30

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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