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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 2024-12-03
PA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2024-12-03
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

1730 Philadelphia St, Indiana, PA 15701 • 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 Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp Lincoln NE 06/1993 Present
Ameritas Investment Corp. Lincoln NE 08/1993 Present
Atv Riding Instructor Irvine CA 05/2005 01/2023
Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa Indiana PA 06/1993 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Swift Kennedy Dubois PA 01/2019 Present
Prudential Life Indiana PA 07/2023 Present
  • 06/1993 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 08/1993 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 05/2005 → 01/2023
    Atv Riding Instructor
    Irvine, CA
  • 06/1993 → Present
    Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
    Indiana, PA
  • 11/2021 → Present
    Lincoln, NE
  • 01/2019 → Present
    Swift Kennedy
    Dubois, PA
  • 07/2023 → Present
    Prudential Life
    Indiana, PA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INSURANCE SALES TO CLIENTS; AGENT; START DATE=06/1993; HRS/MO=160; TRADING HRS/MO=120; INSURANCE SALES * REAL ESTATE RENTALS; 289 EAST PIKE, INDIANA PA 15701; NON-INV REL; RENT PROPERTIES TO TENANTS; OWNER; START DATE=09/2010; HRS/MO=1; TRADING HRS/MO=0; LANDLORD * Swift Kennedy; 100 Meadow Ln Ste 1, DuBois PA 15801; non-inv rel; group health insurance sales; Agent; start date=01/2019; hrs/mo=2; trading hrs/mo=0; write group health insurance * Pennie; same as branch; non-inv rel; sale of health insurance to individuals through the state of PA; Agent; start date=12/2020; hrs/mo=1; trading hrs/mo=1; help individuals get health insurance * Prudential Life; inv rel; same as branch; Life products; Agent; start date=07/2023; hrs/mo=1; trading hrs/mo=1; Traditional life agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-02-18
  • S63 Uniform Securities Agent State Law Examination
    1994-02-18

View on SEC IAPD

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