Ralph David Wentz

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/1978 → Present
  Tax Favored Benefits Inc
  Overland Park, KS
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2010 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 04/2012 → 03/2024
  Tfb Group Services, Llc
  Overland Park, KS
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → Present
  Tfb Advisors, Llc
  Overland Park, KS
• 06/2010 → Present
  B&W Investments, Llc
  Overland Park, KS

Previous Registrations

• 2021-11-01 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
• 1998-07-20 → 2006-06-30
  Carillon Investments, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

TAX FAVORED BENEFITS INC; SAME AS BRANCH; INV REL; PENSION ADMINISTRATION; CHAIRMAN/OWNER; START DATE=01/1978; HRS/MO=10; TRADING HRS/MO=10; ADMINISTRATION * TFB Advisors, LLC; same as branch; inv rel; Independent RIA; Investment Adviser Representative; start date=08/2022; hrs/mo=150; trading hrs/mo=150; IAR of Independent RIA * Barrett Heirs, LLC; non inv rel; same as branch; LLC to hold land property mineral rights; Partner/General Partner; start date=07/2011; hrs/mo=0; trading hrs/mo=0; No business activity * B&W Investment, LLC; non inv rel; same as branch; TFB office building owner; Owner; start date=06/2010; hrs/mo=4; trading hrs/mo=0; Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-13
• S63 Uniform Securities Agent State Law Examination
  1987-04-20

Designations

Other Names

• R David Wentz