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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

1051 Millcreek Dr, Feasterville Trevose, PA 19053 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 12/2005 Present
Aj Pettola & Associates Feasterville Trevose PA 01/1990 Present
Aj Pettola & Associates-Retirement Services Feasterville Trevose PA 01/1986 Present
Xpress Healthcare Feasterville Trevose PA 11/2010 Present
Ameritas Life Insurance Corp Lincoln NE 06/2014 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 12/2005 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 01/1990 → Present
    Aj Pettola & Associates
    Feasterville Trevose, PA
  • 01/1986 → Present
    Aj Pettola & Associates-Retirement Services
    Feasterville Trevose, PA
  • 11/2010 → Present
    Xpress Healthcare
    Feasterville Trevose, PA
  • 06/2014 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * AJ PETTOLA & ASSOCIATES; SAME AS BRANCH; INV REL; SALE AND SERVICE OF INSURANCE AND INVESTMENT PRODUCTS, BUSINESS ESTATE PLANNING STRATEGIES; OWNER; START DATE=01/1990; HRS/MO=168; TRADING HRS/MO=160; CLIENT SALES AND SERVICING * AJ PETTOLA & ASSOCIATES-RETIREMENT SERVICES; SAME AS BRANCH; INV REL; ADMIN/BOOKEEPING; OWNER; START DATE=01/1986; HRS/MO=10; TRADING HRS/MO=10; PLAN, DESIGN AND IMPLEMENT RETIREMENT PROGRAMS * XPRESS HEALTHCARE; SAME AS BRANCH; NON-INV REL; INTERNET AND NETWORKING MARKETING OF NON-INSURANCE DISCOUNT HEALTH PROGRAMS AND THE OPPORTUNITY TO HAVE INDEPENDENT BUSINESS OWNERS TO SELL THE DISCOUNT HEALTH CARD; PARTNER; START DATE=11/2010; HRS/MO=5; TRADING HRS/MO=0; PROVIDING BUSINESS STRUCTURE ADVICE AND WORKING WITH DISCOUNT CARD PROVIDER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-08
S63 Uniform Securities Agent State Law Examination 1983-10-04
  • S65 Uniform Investment Adviser Law Examination
    2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    1983-10-04

View on SEC IAPD

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