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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JEREMY VINCENTE LOPEZ

Advisor at AMERITAS ADVISORY SERVICES, LLC

FOLSOM, CA

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Search this name across graphsid dfx:ria:066b02ea-28cf-99b2-ecdb-7c2c18e745ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 30, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERITAS ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 26, 2020
First registration: Jun 30, 2020
Dual registered: yes, broker-dealer
IAPD individual key: 7065999

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 29, 2026	n/a	yes	FOLSOM, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 8, 2025	May 4, 2026	no	LINCOLN, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 16, 2022	Jul 31, 2025	no	DAVIS, CA\|SACRAMENTO, CA\|SACRAMENTO, CA\|SACRAMENTO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 30, 2020	Dec 20, 2022	no	ROSEVILLE, CA\|NEW YORK, NY\|ROSEVILLE, CA\|GRANITE BAY, CA\|AUBURN, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AMERITAS ADVISORY SERVICES, LLC	May 4, 2026	Apr 29, 2026	-5	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 31, 2025	Aug 8, 2025	8	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Dec 20, 2022	Dec 16, 2022	-4	Firm change	Wirehouse to wirehouse

Relationships

Registered with (3)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 29, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 8, 2025 to May 4, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 16, 2022 to Jul 31, 2025factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Jeremy Vincente Lopez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Ameritas Advisory Services, Llc (registered 2026-04-29)
Form ADVobserved 4 days ago
Occurred
Jul 31, 2025
Advisor changed firm
Jeremy Vincente Lopez left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-08-08)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Jeremy Vincente Lopez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2022-12-16)
Form ADVobserved 4 days ago