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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545 • 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 06/2006 Present
Ameritas Life Insurance Corp Lincoln NE 06/2006 Present
20/20 Financial Advisers - Michiana, Llc Mishawaka IN 01/2014 01/2019
20/20 Capital Management Costa Mesa CA 12/2015 12/2018
Canvas Financial Mishawaka IN 08/2018 Present
Grunawalt Financial Advisors, Llc Mishawaka IN 07/2019 12/2019
Verso Financial Mishawaka IN 11/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Verso Enterprises, Inc Mishawaka IN 07/2022 Present
Canvas Tax Services, Llc Mishawaka IN 11/2023 Present
  • 06/2006 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2014 → 01/2019
    20/20 Financial Advisers - Michiana, Llc
    Mishawaka, IN
  • 12/2015 → 12/2018
    20/20 Capital Management
    Costa Mesa, CA
  • 08/2018 → Present
    Canvas Financial
    Mishawaka, IN
  • 07/2019 → 12/2019
    Grunawalt Financial Advisors, Llc
    Mishawaka, IN
  • 11/2018 → Present
    Verso Financial
    Mishawaka, IN
  • 11/2021 → Present
    Lincoln, NE
  • 07/2022 → Present
    Verso Enterprises, Inc
    Mishawaka, IN
  • 11/2023 → Present
    Canvas Tax Services, Llc
    Mishawaka, IN
Previous Registrations
  • 2015-12-07 → 2019-01-02
    20/20 Capital Management, Inc
    Mishawaka, IN
    Costa Mesa, CA
  • 2001-08-09 → 2006-06-30
    Carillon Investments, Inc.
    Mishawaka, IN
    Mischawaka, IN
Other Businesses

Canvas Financial; same as branch; inv rel; organization that combines six different offices already with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=8; trading hrs/mo=8; partner helping make decisions on marketing of our group * VERSO FINANCIAL; SAME AS BRANCH; INV REL; DBA FOR LOCAL MARKETING; OWNER; START DATE=11/2018; HRS/MO=160; TRADING HRS/MO=130; RUNNING DAY TO DAY OPERATIONS OF THE VERSO BUSINESS * Verso Enterprises, Inc; inv rel; same as branch; Marketing; President; start date=07/2022; hrs/mo=5; trading hrs/mo=1; Marketing and advertising services * Canvas Tax Services, LLC; non inv rel; 3930 Edison Lakes Pkwy Ste 220, Mishawaka, IN 46545; Tax preparation, payroll; Officer; start date=11/2023; hrs/mo=10; trading hrs/mo=5; President and 70% owner I will build a team to increase volume.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-30
  • S63 Uniform Securities Agent State Law Examination
    1987-09-30

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