Joseph Salvatore Pantozzi

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Company
  Lincoln, NE
• 01/2010 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 01/2016 → Present
  Alpha Omega Wealth
  Las Vegas, NV
• 04/2017 → 09/2020
  Unbridled Wealth, Llc
  Denver, CO
• 09/2021 → 02/2023
  The Ascent Group, Llc
  Virginia Beach, VA
• 11/2021 → 01/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 12/2021 → Present
  Aero Wealth Llc
  Las Vegas, NV
• 05/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2021-09-20 → 2023-05-15
  The Ascent Group, Llc
  Virginia Beach, VA
  Las Vegas, NV
• 2021-11-01 → 2021-12-01
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 2002-05-07 → 2006-06-30
  Carillon Investments, Inc.
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ALPHA OMEGA WEALTH; SAME AS BRANCH; INV REL; INSURANCE; PRESIDENT; START DATE=01/2016; HRS/MO=160; TRADING HRS/MO=5; MEET WITH CLIENTS * B&B Brokers; Non/Inv Rel; 11092 Hunting Hawk Las Vegas NV 89179;Property and Casualty Company; Other Not connected with him in any way Jason Baker was owner and conducted this business inside of the Alpha Omega Wealth office building which was sold on 10/2020 Start date=2/15/2018; Hrs/Mo=0 Trading Hrs/Mo=0; None * National Association of Insurance & Financial Advisors - Nevada (NAIFA-Nevada); 600 State St Ste A, Cedar Falls, IA, 50613; non-inv rel; To advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members; Member; start date=01/1980; hrs/mo=0; trading hrs=0; Occasionally a speaker for agent training only * Aero Wealth LLC; 6920 S Cimarron Rd Ste 100, Las Vegas, NV 89113; inv-rel; sale of fixed insurance products; Shareholder; start date=12/21; hrs/mo=30; trading hr/mo=30; Part Owner * Marshall & Stevens; same as branch; non-inv rel; valuation firm for estate planning purposes as well as supporting clients should they decided to sell their business; Reference; start date=06/2025; hrs/mo=10; trading hrs/mo=0; strategic referral partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-05
• S63 Uniform Securities Agent State Law Examination
  1997-03-21

Designations

Other Names

• Joe Pantozzi