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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01

Branch Locations

3 Malaga Cove Plz Ste 201, Palos Verdes Estates, CA 90274 • 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
Kouzmanoff Financial & Insurance Services Inc Palos Verdes Estates CA 02/1979 Present
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp. Lincoln NE 06/2006 Present
Disability Insurance Partners Llc Palos Verdes Estates CA 01/2009 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 02/1979 → Present
    Kouzmanoff Financial & Insurance Services Inc
    Palos Verdes Estates, CA
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 01/2009 → Present
    Disability Insurance Partners Llc
    Palos Verdes Estates, CA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2001-02-15 → 2006-06-30
    Carillon Investments, Inc.
    Torrance, CA
    Torrance, CA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * KOUZMANOFF FINANCIAL & INSURANCE SERVICES INC; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE SALES; PRESIDENT; START DATE=02/1979; HRS/MO=30; TRADING HRS/MO=15; SALES AND MANAGEMENT OF DIRECT LIFE AND HEALTH INSURANCE SALES TO CUSTOMERS, SALES AND MANAGEMENT OF LIFE AND HEALTH INSURANCE SALES THROUGH LICENSED INSURANCE BROKERS, INCLUDING DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS; * DISABILITY INSURANCE PARTNERS LLC; SAME AS BRANCH; NON-INV REL; DISABILITY INSURANCE SALES; MANAGER; START DATE=01/2009; HRS/MO=40; TRADING HRS/MO=10; SALES MANAGER PROMOTING THE SALE OF INDIVIDUAL AND GROUP DISABILITY INSURANCE PRODUCTS * THE PLUS GROUP, INC.; PO BOX 94444, PASADENA CA 91109; NON-INV REL; PROMOTE THE SALE OF DISABILITY INCOME INSURANCE PRODUCTS; SHAREHOLDER; START DATE=06/2011; HRS/MO=3; TRADING HRS/MO=1; PROMOTE THE NEED AND SALE FOR DISABILITY INSURANCE PRODUCTS, SERVE ON BOARD OF DIRECTORS WHICH NORMALLY MEETS ONCE PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-13
S63 Uniform Securities Agent State Law Examination 1997-03-31
  • S65 Uniform Investment Adviser Law Examination
    1999-08-13
  • S63 Uniform Securities Agent State Law Examination
    1997-03-31

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