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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-11
  • MA RA
    APPROVED
    Since 2022-10-11

Branch Locations

1900 West Park Dr Ste 280, Westborough, MA 01581 • 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 Company, Llc Lincoln NE 03/2013 Present
Ameritas Life Insurance Lincoln NE 01/2013 Present
American Financial Partners Westborough MA 01/2013 Present
Ameritas Advisory Services, Llc Lincoln NE 09/2022 Present
  • 03/2013 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2013 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 01/2013 → Present
    American Financial Partners
    Westborough, MA
  • 09/2022 → Present
    Lincoln, NE
Previous Registrations
  • 2006-05-18 → 2008-12-31
    Nashua, NH
    Westborough, MA
  • 2005-02-28 → 2006-04-03
    Securian Financial Services, Inc.
    Warwick, RI
    Warwick, RI
Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * AMERICAN FINANCIAL PARTNERS; INV REL; SAME AS BRANCH; HELP INDIVIDUALS AND BUSINESSES INVEST AND PROTECT THEIR ASSETS AND PROVIDE FAMILY PROTECTION; GENERAL AGENT; START DATE=01/2013; HRS/MO=200; TRADING HRS/MO=96; RECRUIT, TRAIN AND DEVELOP AGENTS * Aardvark; same as branch; non-inv rel; app-house passwords to accounts the user needs to remember, house important documents the user determines important, incorporates "Trusted Contact," account alerts; Owner; start date=10/2024; hrs/mo=5; trading hrs/mo=0; owner/inventor-host meetings, oversee app development

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-11
S63 Uniform Securities Agent State Law Examination 1995-10-20
  • S65 Uniform Investment Adviser Law Examination
    2000-02-11
  • S63 Uniform Securities Agent State Law Examination
    1995-10-20
Other Names
  • Tory Lombardi
  • Sal Lombardi

View on SEC IAPD

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