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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
17300 Preston Rd Ste 260, Dallas, TX 75252 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Financial Group | Dallas | TX | 02/2021 | Present |
| Isn Software Corporation | Dallas | TX | 08/2016 | 02/2021 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2022 | Present |
FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE, FINANCIAL, & INVESTMENT SERVICES; CLIENT SERVICE SPECIALIST; START DATE=02/2021; HRS/MO=160; TRADING HRS/MO=160; CLIENT SERVICES SPECIALIST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
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