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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-01
  • FL RA
    APPROVED
    Since 2021-11-01

Branch Locations

2655 Le Jeune Road, Ph-2D, Coral Gables, FL 33134 • 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 Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Of New York New York NY 05/2006 Present
The Miami Agency Coral Gables FL 01/2001 Present
Calles Financial Coral Gables FL 01/2001 Present
John E. Calles, Esq. Coral Gables FL 10/1992 Present
National Wealth Group Llc Coral Gables FL 10/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2006 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 01/2001 → Present
    The Miami Agency
    Coral Gables, FL
  • 01/2001 → Present
    Calles Financial
    Coral Gables, FL
  • 10/1992 → Present
    John E. Calles, Esq.
    Coral Gables, FL
  • 10/2019 → Present
    National Wealth Group Llc
    Coral Gables, FL
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 1999-11-19 → 2006-06-30
    Carillon Investments, Inc.
    Coral Gables, FL
    Coral Gables, FL
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * CALLES FINANCIAL; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT/SECRETARY/TREASURER; START DATE=2001; HRS/MO=160; TRADING HRS/MO=160; MANAGER * JOHN E. CALLES, ESQ.; SAME AS BRANCH; NON-INV REL; ATTORNEY; SELF; START DATE=10/1992; HRS/MO=1; TRADING HRS/MO=1; LAW PRACTICE * THE MIAMI AGENCY; SAME AS BRANCH; INV REL; DBA FOR AGENCY; MANAGER; START DATE=01/2001; HRS/MO=160; TRADING HRS/MO=160; MANAGER * National Wealth Group LLC; same as branch; inv rel; recruiting agents to work with each of our local agencies-not use for selling, marketing insurance or financial products; Partner; start date=10/2019; hrs/mo=10; trading hrs/mo=10; recruiting agents * Miami-Dade County Health Facilities Authority; non inv rel; 111 NW 1 St, Miami, FL 33128; Providing means in assisting development and maintenance of the County's Health Facilities; Vice Chairman; start date=06/2017; hrs/mo=1; trading hrs/mo=1; Serve on Governing Board

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-08
  • S66 Uniform Combined State Law Examination
    2001-05-08

View on SEC IAPD

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