Daniel J Miles

Current Employers

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-01

NY RA
APPROVED

Since 2021-11-01

Branch Locations

19607 Nys-3, Watertown, NY 13601 • 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

Organization	City	State	From	To
Nationwide Financial	Rochester	NY	07/2015	03/2017
Nationwide Securities Llc	Columbus	OH	07/2015	03/2017
Ameritas Investment Company, Llc	Lincoln	NE	04/2017	Present
Ameritas Life Insurance Corp	Lincoln	NE	04/2017	Present
Ameritas Life Insurance Corp Of New York	New York	NY	04/2017	Present
United Professional Advisors	Watertown	NY	03/2017	Present
Stan Steele Agency	Bloomfield	NY	03/2017	Present
Miles Ahead Wealth Management	Fairport	NY	12/2020	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present
Miles Ahead Financial Planning	Fairport	NY	08/2022	Present

07/2015 → 03/2017

Nationwide Financial

Rochester, NY
07/2015 → 03/2017

Nationwide Securities Llc

Columbus, OH
04/2017 → Present

Ameritas Investment Company, Llc

Lincoln, NE
04/2017 → Present

Ameritas Life Insurance Corp

Lincoln, NE
04/2017 → Present

Ameritas Life Insurance Corp Of New York

New York, NY
03/2017 → Present

United Professional Advisors

Watertown, NY
03/2017 → Present

Stan Steele Agency

Bloomfield, NY
12/2020 → Present

Miles Ahead Wealth Management

Fairport, NY
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
08/2022 → Present

Miles Ahead Financial Planning

Fairport, NY

Other Businesses

STAN STEELE AGENCY; 55 STATE ST, BLOOMFIELD NY 14469; INV REL; PROVIDE INSURANCE AND FINANCIAL PRODUCTS FOR CUSTOMERS; INSURANCE AND FINANCIAL REPRESENTATIVE; START DATE=03/2017; HRS/MO=80; TRADING HRS/MO=70; MEET WITH CLIENTS TO REVIEW THEIR INSURANCE AND FINANCIAL NEEDS, REVIEW EXISTING COVERAGES AND RECOMMEND MODIFICATIONS, ALTERNATIVES OR NEW PRODUCTS FOR THEIR CONSIDERATION * UNITED PROFESSIONAL ADVISORS; SAME AS BRANCH; INV REL; PROVIDE INSURANCE AND FINANCIAL PRODUCTS FOR CUSTOMERS; INSURANCE AND FINANCIAL REPRESENTATIVE; START DATE=03/2017; HRS/MO=80; TRADING HRS/MO=70; MEET WITH CLIENTS TO REVIEW THEIR INSURANCE AND FINANCIAL NEEDS, REVIEW EXISTING COVERAGES AND RECOMMEND MODIFICATIONS, ALTERNATIVES OR NEW PRODUCTS FOR THEIR CONSIDERATION * ROCHESTER DISTRICT SOCCER LEAGUE; 460 OAK ST, ROCHERSTER NY 14608; NON-INV REL; ADULT SUMMER SOCER LEAGUE; DIVISION COORDINATOR; START DATE=04/2016; HRS/MO=5; TRADING HRS/MO=0; MAKE IN-SEASON GAME CHANGES, POST SCORES, KEEP TRACK OF FINES FOR TEAMS WITHIN ASSIGNED DIVISIONS * Miles Ahead Wealth Management; same as branch; inv rel; provide financial products and insurance for customers; Financial Advisor and Owner; start date=12/2020; hrs/mo=10; trading hrs/mo=10; meet with clients to review their financial and insurance needs, review existing coverages and holdings and recommend modifications, alternatives or new products or strategies for their consideration * Miles Ahead Financial Planning; same as branch; inv rel; provide financial products and insurance and financial plans for customers; Financial Advisor and Owner; start date=08/2022; hrs/mo=10; trading hrs/mo=10; meet with clients to review their financial and insurance needs, review existing coverages and holdings and recommend modifications, alternatives or new products or strategies for their consideration * Miles Ahead Travel; same as residence; non-inv rel; travel agent services mainly for group tours; Owner; start date=06/1985; hrs/mo=1; trading hrs/mo=0; help coordinate group tours on a case by case basis

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-05-04

S63 Uniform Securities Agent State Law Examination

2005-05-04

Other Names

Daniel Joseph Miles
Dan Miles

View on SEC IAPD