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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-18
PA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2025-02-18
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

7 Parkway Center Ste 650, Pittsburgh, PA 15220 • United States

1730 Philadelphia St, Indiana, PA 15701 • 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 05/1986 Present
Ameritas Life Insurance Corp Lincoln NE 06/1988 Present
Ameritas Life Insurance Corp Of New York New York NY 04/2010 Present
Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa Indiana PA 07/2007 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Wpa Financial Center Dba Ameritas Financial Services Of Wpa Indiana PA 07/2007 Present
  • 05/1986 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/1988 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 04/2010 → Present
    Ameritas Life Insurance Corp Of New York
    New York, NY
  • 07/2007 → Present
    Western Pa Financial Ctr Dba Ameritas Financial Services Of Wpa
    Indiana, PA
  • 11/2021 → Present
    Lincoln, NE
  • 07/2007 → Present
    Wpa Financial Center Dba Ameritas Financial Services Of Wpa
    Indiana, PA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WESTERN PA FINANCIAL CENTER DBA AMERITAS FINANCIAL SERVICES OF WPA; SAME AS BRANCH; INV REL; INSURANCE AND FINANCIAL PRODUCT SALES, ADMINISTRATIVE WORK FOR THE FINANCIAL CENTER; OWNER/MANAGING PARTNER; START DATE=07/2007; HRS/MO=120; TRADING HRS/MO=120; INSURANCE AND ANNUITY SALES, SUPERVISOR, MANAGEMENT OF STAFF, RECRUITING DUTIES * SPT Properties LLC; same as branch; non-inv rel; LLC created when I purchased my office building; Owner; start date=01/2011; hrs/mo=2; trading hrs/mo=0; building upkeep, maintenance, taxes, mortgage and interest payments, etc. * NAIFA of Indiana County, PA; 922 Philadelphia St, Indiana PA 15701; non-inv rel; local chapter of the National Life Insurance and Financial Advisors organization; Board of Directors; start date=01/1994; hrs/mo=1; trading hrs/mo=1; monthly or quarterly meetings to discuss local, state and national issues that our members need to be aware of that affects our industry * WPA Financial Center dba Ameritas Financial Services of WPA; inv rel; same as branch; Insurance and financial product sales; Owner; start date=07/2007; hrs/mo=120; trading hrs/mo=120; Insurance and annuity sales, supervising, management of staff, admin duties on existing business

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-03
  • S63 Uniform Securities Agent State Law Examination
    1994-01-03
Other Names
  • Steve Tunink

View on SEC IAPD

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