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Orlando Rafael Cruz

Ameritas Advisory Services, LLC

Charlotte, NC

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-06-13
NC RA APPROVED 2024-06-13
  • NE RA
    APPROVED
    Since 2024-06-13
  • NC RA
    APPROVED
    Since 2024-06-13

Branch Locations

Charlotte, NC • 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 Life Insurance Corp Lincoln NE 06/2024 Present
Metlife Securities Inc Charlotte NC 05/2014 12/2016
Msi Financial Services, Inc. Charlotte NC 01/2015 12/2016
Pnc Investments Charlotte NC 01/2017 04/2020
Icma-Rc Services, Llc Washington DC 04/2020 04/2024
Ameritas Advisory Services, Llc Lincoln NE 06/2024 Present
Ameritas Investment Company, Llc Lincoln NE 06/2024 Present
  • 06/2024 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 05/2014 → 12/2016
    Metlife Securities Inc
    Charlotte, NC
  • 01/2015 → 12/2016
    Msi Financial Services, Inc.
    Charlotte, NC
  • 01/2017 → 04/2020
    Pnc Investments
    Charlotte, NC
  • 04/2020 → 04/2024
    Icma-Rc Services, Llc
    Washington, DC
  • 06/2024 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 06/2024 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
Previous Registrations
  • 2020-05-11 → 2023-05-23
    Missionsquare Retirement
    Charlotte, NC
    Washington, DC
  • 2017-01-06 → 2020-05-01
    Pnc Wealth Management Llc
    Charlotte, NC
  • 2014-05-14 → 2016-12-20
    Msi Financial Services, Inc.
    Charlotte, NC
  • 2013-02-13 → 2014-05-05
    Truist Investment Services, Inc.
    Miami, FL
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-21
S63 Uniform Securities Agent State Law Examination 1993-10-15
  • S66 Uniform Combined State Law Examination
    2012-09-21
  • S63 Uniform Securities Agent State Law Examination
    1993-10-15
Other Names
  • Orlando Rafael Cruz

View on SEC IAPD

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