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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-11-01
TX RA APPROVED 2021-11-01
  • MA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED
    Since 2021-11-01

Branch Locations

42 Fairview Rd, Weston, MA 02493 • 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
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Of New York Suffern NY 07/2010 Present
Boston 128 Insurance Agency Inc Weston MA 01/1987 Present
Boston 128 Companies Inc Weston MA 01/1987 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 07/2010 → Present
    Ameritas Life Insurance Corp Of New York
    Suffern, NY
  • 01/1987 → Present
    Boston 128 Insurance Agency Inc
    Weston, MA
  • 01/1987 → Present
    Boston 128 Companies Inc
    Weston, MA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2003-09-27 → 2006-06-30
    Carillon Investments, Inc.
    Weston, MA
    Weston, MA
  • 2002-04-03 → 2003-09-06
    The Advisors Group, Inc.
    Weston, MA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * BOSTON 128 INSURANCE AGENCY INC; SAME AS BRANCH; INV REL; LIFE, DISABILITY, HEALTH, LTC, ANNUITY SALES, ALL NON-VARIABLE PRODUCTS; PRESIDENT; START DATE=01/1987; HRS/MO=40; TRADING HRS/MO=30; SALES, ADMIN AND MANAGEMENT * BOSTON 128 COMPANIES INC; SAME AS BRANCH; INV REL; INDUSTRY LEVEL SALES TRAINING AND INSURANCE SALES; PRESIDENT; START DATE=01/1987; HRS/MO=5; TRADING HRS/MO=5; TRAINING AND SALES, MARKETING AND PROMOTION * Stephen L. Bruneau, author; same as residence; non-inv rel; I have written a novel (fiction/mystery/thriller) that is to be self-published and may receive royalties; Author; start date=03/2019; hrs/mo=40; trading hrs/mo=0; I am the author of a novel called The MIT Murders * SLB Publishing LLC; same as branch; non-inv rel; I write thriller novels for my own entertainment; Owner; start date=03/2019; hrs/mo=40; trading hrs/mo=0; I write fiction thriller stories

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-28
S63 Uniform Securities Agent State Law Examination 1985-10-18
  • S65 Uniform Investment Adviser Law Examination
    1999-06-28
  • S63 Uniform Securities Agent State Law Examination
    1985-10-18
Other Names
  • Steve Bruneau

View on SEC IAPD

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