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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
2626 Cole Ave 3Rd Floor, Dallas, TX 75204 • United States
5465 Legacy Dr Ste 650, Plano, TX 75024 • United States
Mckinney, TX • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Addison | TN | 05/2016 | 08/2019 |
| Park Avenue Securities | Addison | TX | 05/2016 | 08/2019 |
| Ameritas Investment Corp | Lincoln | NE | 08/2019 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2019 | Present |
| Plsh, Llc/Dba Capital Financial Architects | Plano | TX | 05/2015 | Present |
| Southern Methodist University | Dallas | TX | 05/2011 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Trutrak Planning | Addison | TX | 09/2019 | Present |
PLSH, LLC/DBA CAPITAL FINANCIAL ARCHITECTS; SAME AS BRANCH; INV REL; PROVIDE INSURANCE PRODUCTS AND SERVICES-DISABILITY, LIFE, FIXED ANNUITIES; DIRECTOR/OWNER; START DATE=05/2015; HRS/MO=80; TRADING HRS/MO=60; WORK WITH CLIENTS TO UNCOVER RISKS AND SUGGEST PRODUCTS TO REDUCE THESE RISKS * SOUTHERN METHODIST UNIVERSITY; 5539 SMU BLVD, DALLAS TX 75206; NON-INV REL; TEACHING CONTINUING EDUCATION CLASSES; INSTRUCTOR; START DATE=05/2011; HRS/MO=6; TRADING HRS/MO=1; PROVIDE GENERAL FINANCIAL EDUCATION WITHOUT SELLING ANY PRODUCTS OR SERVICES * TruTrak Planning; 5080 Spectrum Dr Ste 1000E, Addison, TX 75001; inv-rel; Disability and Life insurance; agent; start date=09/2019; hrs/mo=2; trading hrs/mo=2; write insurance business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-15 |
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