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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-03 |
| NE | RA | APPROVED | 2023-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2016 | 12/2022 |
| Target | Omaha | NE | 08/2016 | 10/2016 |
| Vala's Pumpkin Patch | Gretna | NE | 09/2016 | 10/2016 |
| Charles Schwab And Co., Inc. | Omaha | NE | 12/2022 | 07/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2023 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-23 |
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