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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-14
LA RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2023-07-14
  • LA RA
    APPROVED
    Since 2021-11-01

Branch Locations

8848 Youree Dr, Shreveport, LA 71115 • 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 Company, Llc Lincoln NE 06/2006 Present
Executive Financial Planning Shreveport LA 07/2007 Present
Ameritas Life Insurance Corp. Lincoln NE 06/2006 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 07/2007 → Present
    Executive Financial Planning
    Shreveport, LA
  • 06/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2006-06-07 → 2006-06-30
    Carillon Investments, Inc.
    Shreveport, LA
    Shreveport, LA
  • 2002-07-29 → 2002-08-21
    New England Securities
    New Orleans, LA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * EXECUTIVE FINANCIAL GROUP; SAME AS BRANCH; INV REL; SALE OF INVESTMENTS AND INSURANCE RELATED PRODUCTS; OWNER; START DATE=07/2007; HRS/MO=160; TRADING HRS/MO=160; OWNER & GENERAL AGENT-RUN AN INSURANCE AGENCY AND SELL PRODUCTS TO CLIENTS * CADDO PARISH SHERIFF OFFICE; 501 TEXAS ST ROOM 101 SHREVEPORT, LA 71101; NON-INV REL; PEACE OFFICER DEPUTY; DEPUTY; START DATE=01/2015; HRS/MO=15; TRADING HRS/MO=0; PROTECT AND SERVE THE PARISH IN MY CAPACITY AS A DEPUTY * EFG Property Management; same as branch; non-inv rel; office building; Owner; start date=10/2001; hrs/mo=2; trading hrs/mo=0; sublease office space in my office building-it offsets the cost of the mortgage payments, insurance, utilities, taxes, updating, repairs and general overhead

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-10-13
  • S63 Uniform Securities Agent State Law Examination
    1987-10-13
Designations

View on SEC IAPD

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