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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-01 |
Branch Locations
8737 Colesville Rd Ste 705, Silver Springs, MD 20910 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 03/2016 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 02/2016 | Present |
| Peake Financial | Silver Spring | MD | 03/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
PEAKE FINANCIAL GROUP LLC; SAME AS BRANCH; INV REL; INSURANCE AND INVESTMENTS; FINANCIAL REPRESENTATIVE; START DATE=03/2016; HRS/MO=120; TRADING HRS/MO=120; SOLICIT INSURANCE AND INVESTMENT PROSPECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-11 |
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