James David Curtis

Current Employers

Employment History

• 06/1984 → 04/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 08/1988 → 04/2019
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/1997 → Present
  Swift Kennedy Financial Inc
  Du Bois, PA
• 01/2008 → Present
  Wpa Financial Center Dba Ameritas Financial Services Of Wpa
  Indiana, PA
• 04/2019 → 01/2024
  Woodbury Financial Services Inc
  Dubois, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Dubois, PA

Previous Registrations

• 2019-04-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Dubois, PA
  Dubois, PA
  Charlotte, NC
• 2008-01-22 → 2019-05-02
  Ameritas Investment Company, Llc
  Du Bois, PA
  Indiana, PA
  Dubois, PA
  Dubois, PA

Other Businesses

1. SWIFT KENNEDY FINANCIAL POSITION: Owner NATURE: Insurance Sales of Non Securities Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1997 ADDRESS: 100 Meadow Lane, DuBois PA 15801, United States DESCRIPTION: Sales/Service Non Securities Insurance Products 2. JEFFERSON INVESTMENT CLUB POSITION: Member NATURE: Jefferson Investment Club is compromised of 17 individuals who make monthly contributions of $100.00 each. I am not involved in the purchase or sales of any securities. All activity is with public traded securities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1989 ADDRESS: 106 State St, Punxsutawney PA 15767, United States DESCRIPTION: Investment Club Member

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-09-26

Other Names

• Jim Curtis