Keith Michael Gillies

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/2000 → 08/2017
  River Parishes Advisors Group Llc
  Laplace, LA
• 02/2013 → Present
  The Pension Center, Llc
  Laplace, LA
• 03/2013 → Present
  Wealth Solutions, Llc
  Laplace, LA
• 01/2014 → Present
  United Wealth Advisors Group, Llc
  Laplace, LA
• 11/2015 → Present
  The Afp Group, Llc
  Houston, TX
• 01/2018 → Present
  The Acacia Group
  Metairie, LA
• 04/2020 → 11/2022
  Fountainhead Private Client
  Metairie, LA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2002-10-11 → 2006-06-30
  Carillon Investments, Inc.
  La Place, LA
  Laplace, LA

Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * RP REAL ESTATE HOLDINGS, LLC; SAME AS BRANCH; NON-INV REL; BUSINESS OWNS THE BUILDING IN WHICH MY OFFICE IS HOUSED; MEMBER; START DATE=08/2005; HRS/MO=1; TRADING HRS/MO=0; OVERSEEING THE BUSINESS' FINANCIALS * THE PENSION CENTER, LLC; SAME AS BRANCH; INV REL; ENTITY USED TO OPERATE PENSION CENTER IN LITTLE ROCK, ARKANSAS; PARTNER; START DATE=2/2013; HRS/MO=20; TRADING HRS/MO=20; MANAGING AGENCY * WEALTH SOLUTIONS, LLC; SAME AS BRANCH; INV REL; AGENCY NAME; PRESIDENT; START DATE=3/2013; HRS/MO=20; TRADING HRS/MO=20; MANAGING THE AGENCY * UNITED WEALTH ADVISORS GROUP, LLC; SAME AS BRANCH; INV REL; THIS ENTITY HOLDS THE INSURANCE CONTRACTS FOR THE OPERATIONS OF WEALTH SOLUTIONS (KEITH GILLIES), WEALTH ADVISORS GROUP (MARK CECIL), UNITED PROFESSIONAL ADVISORS (KIM ALLEN)-ENTITY IS USED TO AFFILIATE OUR EXISTING BUSINESSES; CHIEF EXECUTIVE OFFICER; START DATE=01/2014; HRS/MO=5; TRADING HRS/MO=3; MANAGING THE NEGOTIATIONS OF CONTRACTS WITH INSURANCE COMPANIES AND THE MANAGEMENT AND ACQUISITION OF OTHER PRACTICES OF SIMILAR NATURE * ASHAR GROUP; SAME AS BRANCH; INV REL; IF A CLIENT WISHES TO LAPSE OR SURRENDER A NON-VUL CONTRACT, LIFE SETTLEMENT IS AN OPTION; AGENT; START DATE=07/2012; HRS/MO=1; TRADING HRS/MO=1; INTRODUCING THE CLIENT TO THE FIRM, ORGANIZING DOCUMENTS AND ASSISTING THE CLIENT WITH UNDERSTANDING THE PROCESS * The AFP Group, LLC; 602 Sawyer St Ste 120, Houston TX 77007; inv rel; insurance agency; member; start date=11/2015; hrs/mo=10; trading hrs/mo=8; general agent * Keith M Gillies; same as residence; non-inv rel; finished a book on success titled The 10 C's of Success-how to achieve success by looking at life as a journey; Owner; start date=07/2017; hrs/mo=2; trading hrs/mo=0; author-funding the project, but all proceeds go to charity (The Miracle League) * The Acacia Group; 3500 N Causeway Blvd Ste 830, Metairie LA 70001; inv rel; Ameritas agency; Member; start date=01/2018; hrs/mo=2; trading hrs/mo=2; wholly owned agency of United Wealth Advisors Group * Sallie Mae; 3500 N Causeway Blvd Ste 830, Metairie LA 70002; non-inv rel; referral agency to Sallie Mae for student loans (they will provide marketing and educational support to help people fund college); Marketing Partner; start date=06/2019; hrs/mo=5; trading hrs/mo=5; receive the funds from Sallie Mae based upon terms of agreement with Sallie Mae->Sallie Mae Funds segregated in our accounting system->offer scholarships to students with the provision that the grant will be made to the school for the student, or along rules the institution requires for such grants (scholarships will be awarded based upon financial need as well as merit based factors, disinterested parties will assist in awarding scholarships) * Skyfall Timber Holdings, LLC; same as branch; non-inv rel; 94-acre tract that I will operate as a tree farm/hunting property; Managing Member; start date=01/2021; hrs/mo=2; trading hrs/mo=0; overseeing the property with my two sons * Engaged Learning Strategies, Inc; non inv rel; 610 Belle Terre Blvd, La Place, LA 70068; Provide education resources to under-served and at-risk students; Officer; start date=08/2023; hrs/mo=5; trading hrs/mo=0; Serve as Secretary and add to the strategic planning for the group

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-14

Designations