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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
101 Longwater Circle Ste 201, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel J. Galli & Associates | Norwell | MA | 03/2009 | Present |
| Ameritas Investment Corp | Lincoln | NE | 02/2012 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
DANIEL J. GALLI & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; OFFICE MANAGER; START DATE=03/2009; HRS/MO=140; TRADING HRS/MO=140; OPEN MAIL, ANSWER PHONES, CREATE CLIENT REPORTS, UPDATE SOFTWARE, FILE AND ASSIST DANIEL GALLI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-09 |
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