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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 2022-12-06
MD RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2022-12-06
  • MD RA
    APPROVED
    Since 2021-11-01

Branch Locations

8737 Colesville Rd Ste 705, Silver Spring, MD 20910 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Peake Financial Wealth Management Silver Spring MD 03/2003 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Of New York New York NY 05/2010 Present
Mellon Street Investment Trust College Park MD 03/2013 Present
Fairfax Realty Silver Spring MD 01/2000 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 03/2003 → Present
    Peake Financial Wealth Management
    Silver Spring, MD
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2010 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 03/2013 → Present
    Mellon Street Investment Trust
    College Park, MD
  • 01/2000 → Present
    Fairfax Realty
    Silver Spring, MD
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2003-06-13 → 2006-06-30
    Carillon Investments, Inc.
    Silver Spring, MD
    Silver Spring, MD
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FAIRFAX REALTY; 10770 COLUMBIA PIKE STE 250, SILVER SPRING MD 20901; NON-INV REL; REAL ESTATE SALES, PROPERTY MANAGEMENT; AGENT; START DATE=01/2000; HRS/MO=5; TRADING HRS/MO=0; PROPERTY SALES * PEAKE FINANCIAL WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INSURANCE AGENCY; MANAGING DIRECTOR; START DATE=03/2003; HRS/MO=40; TRADING HRS/MO=40; MANAGEMENT OF THE BUSINESS, EMPLOYEES, & CONTRACTED AGENTS * MELLON STREET INVESTMENT TRUST; SAME AS RESIDENCE; NON-INV REL; REAL ESTATE HOUSING AND DEVELOPMENT; PARTNER; START DATE=03/2013; HRS/MO=10; TRADING HRS/MO=0; MANAAGE TENANTS, IDENTIFY AND PURCHASE BUILDING/HOMES * Wellcentric Health Group Inc.; 5614 Connecticut, Washington DC 20015; non-inv rel; healthcare provider seeking to do business with the government of the District of Columbia-provide healthcare & pharmacy services for it's Managed Care Program; CEO/Chairman of Board; start date=09/2018; hrs/mo=10; trading hrs/mo=1; owner, CEO of Board

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-29
S63 Uniform Securities Agent State Law Examination 1995-06-05
  • S65 Uniform Investment Adviser Law Examination
    2001-11-29
  • S63 Uniform Securities Agent State Law Examination
    1995-06-05
Other Names
  • Chris Pirtle

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