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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • PA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

47 N Morgantown St, Fairchance, PA 15436 • United States

11 Parkway Ctr Ste 125, Pittsburgh, PA 15220 • 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 10/2003 Present
Cf Advisors Group Llc Pittsburgh PA 02/2002 Present
Ameritas Life Insurance Corp Lincoln NE 10/2003 Present
Coin Collection Evaluation Pittsburgh PA 06/2015 Present
Canvas Financial Pittsburgh PA 01/2021 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2003 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 02/2002 → Present
    Cf Advisors Group Llc
    Pittsburgh, PA
  • 10/2003 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/2015 → Present
    Coin Collection Evaluation
    Pittsburgh, PA
  • 01/2021 → Present
    Canvas Financial
    Pittsburgh, PA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2002-04-17 → 2004-09-30
    The Advisors Group, Inc.
    Pittsburgh, PA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS; * CF ADVISORS GROUP LLC; SAME AS BRANCH; INV REL; CORPORATION THAT IS BEING USED FOR THE PAYMENT OF LIFE, DISABILITY AND OTHER INSURANCE COMMISSION; PRESIDENT; START DATE=02/2002; HRS/MO=120; TRADING HRS/MO=100; INSURANCE SALES; *COIN COLLECTION EVALUATION; SAME AS BRANCH; NON-INV REL; APPRAISAL AND EVALUATION OF COIN COLLECTIONS FOR ESTATES AND INDIVIDUALS; COIN EVALUATOR; START DATE=06/2015; HRS/MO=1; TRADING HRS/MO=0; APPRAISING COINS * Canvas Financial; same as branch; inv rel; partnership of AIC reps; Partner; start date=01/2021; hrs/mo=10; trading hrs/mo-10; no duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-28
S63 Uniform Securities Agent State Law Examination 1983-06-16
  • S65 Uniform Investment Adviser Law Examination
    2000-04-28
  • S63 Uniform Securities Agent State Law Examination
    1983-06-16

View on SEC IAPD

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