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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-01
  • OH RA
    APPROVED
    Since 2021-11-01

Branch Locations

4816 Brecksville Rd. Suite 18, Richfield, OH 44286 • 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
Wallstreet Money Managers Inc Richfield OH 06/1980 Present
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp Of New York New York NY 04/2010 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/1980 → Present
    Wallstreet Money Managers Inc
    Richfield, OH
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 04/2010 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WALLSTREET MONEY MANAGERS, INC.; SAME AS BRANCH; INV REL; INSURANCE RELATED ACTIVITIES; PRESIDENT/OWNER; START DATE=06/1980; HRS/MO=70; TRADING HRS/MO=15; INSURANCE RELATED ACTIVITIES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-27
  • S63 Uniform Securities Agent State Law Examination
    1994-01-27

View on SEC IAPD

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