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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 2023-07-15
MD RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-07-15
  • MD RA
    APPROVED
    Since 2021-11-01

Branch Locations

1101 Wootton Pkwy Ste 450, Rockville, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Company, Llc Lincoln NE 10/2003 Present
Wealth Advisors Group Llc Rockville MD 08/1986 Present
Ameritas Life Insurance Lincoln NE 06/2006 Present
United Wealth Advisors Group, Llc Rockville MD 10/2013 Present
Afp Group Houston TX 01/2016 06/2022
Acacia Financial Group Metairie LA 01/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2003 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/1986 → Present
    Wealth Advisors Group Llc
    Rockville, MD
  • 06/2006 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 10/2013 → Present
    United Wealth Advisors Group, Llc
    Rockville, MD
  • 01/2016 → 06/2022
    Afp Group
    Houston, TX
  • 01/2018 → Present
    Acacia Financial Group
    Metairie, LA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 1990-10-15 → 2004-09-30
    The Advisors Group, Inc.
    Bethesda, MD
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * WEALTH ADVISORS GROUP LLC; SAME AS BRANCH; INV REL; DBA FOR INSURANCE AND INVESTMENT SERVICES; ADVISOR; START DATE=08/1986; HRS/MO=20; TRADING HRS/MO=20; SALES AND SERVICE * UNITED WEALTH ADVISORS GROUP, LLC; SAME AS BRANCH; INV REL; SALES AND SUPPORT OF INSURANCE AND INVESTMENTS; CFO; START DATE=10/2013; HRS/MO=20; TRADING HRS/MO=10; HANDLE ANY FINANCIAL ISSUES OF COMPANY * Acacia Financial Group; 3500 N Causeway Blvd Ste 830, Metairie LA 70002; inv rel; insurance and securities sales and services; Co-General Agent; start date=01/2018; hrs/mo=10; trading hrs/mo=10; overall finances * Lion Street; same as branch; inv rel; risk products (fixed products only) for non-Ameritas business; Agent; start date=07/2020; hrs/mo=10; trading hrs/mo=8; evaluating and implementing risk products for clients, mainly fixed life insurance * Wealth Advisors Group, LLC; inv rel; same as branch; Life Settlements; Broker; start date=03/2023; hrs/mo=2; trading hrs/mo=2; introduce my clients to a brokerage firm that can sell their policy, organize documents and assist my client with understanding this process

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-04
S63 Uniform Securities Agent State Law Examination 1988-03-09
  • S65 Uniform Investment Adviser Law Examination
    1994-11-04
  • S63 Uniform Securities Agent State Law Examination
    1988-03-09
Other Names
  • Mark Allan Cecil

View on SEC IAPD

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