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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

220 S Railroad St Ste 2, Palmyra, PA 17078 • 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 Corp Lincoln NE 02/1997 Present
Palanzo Financial Services, Inc. Palmyra PA 08/1976 Present
Ameritas Life Insurance Corp Lincoln NE 06/2015 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 02/1997 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 08/1976 → Present
    Palanzo Financial Services, Inc.
    Palmyra, PA
  • 06/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * PALANZO FINANCIAL SERVICES, INC.; SAME AS BRANCH; INV REL; SELLING FIXED LIFE INSURANCE AND ANNUITY PRODUCTS; OWNER; START DATE=08/1976; HRS/MO=50; TRADING HRS/MO=50; SALES AND SERVICE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-06-17
  • S63 Uniform Securities Agent State Law Examination
    1987-06-17

View on SEC IAPD

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