Robert David Ross

Current Employers

Employment History

• 03/2013 → 08/2019
  Dave Ross Financial Services
  Holland, OH
• 09/2014 → 08/2019
  Voya Financial Advisors
  Holland, OH
• 07/2016 → 08/2019
  Hrs Wealth Solutions
  Hollard, OH
• 08/2019 → 06/2023
  Ameritas Investment Corp
  Lincoln, NE
• 08/2019 → 06/2023
  Creative Financial Partners
  Toledo, OH
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 07/2023 → Present
  Peak Brokerage Services, Llc
  Jupiter, FL
• 07/2023 → Present
  The Retirement Guys Formula
  Maumee, OH

Previous Registrations

• 2021-11-01 → 2023-06-23
  Ameritas Advisory Services, Llc
  Toledo, OH
• 2019-09-10 → 2021-11-01
  Ameritas Investment Company, Llc
  Perrysburg, OH
  Toledo, OH
  Lincoln, NE
• 2012-05-31 → 2019-08-27
  Voya Financial Advisors, Inc.
  Holland, OH
  Toledo, OH
• 2009-09-22 → 2012-05-24
  Ameritas Investment Company, Llc
  Perrysburg, OH

Other Businesses

1) Business Activity: Board Member; Business Entity: Perrysburgh High School Athletic Booster; Perrysburgh, OH; Duties of Position: Advisory/Consulting; Title: Board Member; Approx. # of hours per month spent on activity: 3; Approx. # of hours spent during trading hours: 0 2) Business Activity: Fixed Insurance Sales; Business Entity: CU Specialists LTD; Start Date: 07/23; Duties of Position: Insurance Agent; Title: Agent; Approx. of hours per month spent on activity: 5; Approx.# of hours spent during trading hours: 5 3) Business Activity: Investment Advisor Representative; Business Entity: Retirement Guys Formula; Address: Maumee, OH; Duties of Position: IAR; Title: Financial Professional; Start Date: 07/2023; Approx. # of hours per month spent on activity: 80; Approx. # of hours spent during trading hours: 80

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Other Names

• R. David Ross
• Dave Ross