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Advisor at AMERITAS ADVISORY SERVICES, LLC
WOODSTOCK, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Jun 22, 2026 | n/a | yes | WOODSTOCK, GA | Current employment |
| VOYA RETIREMENT ADVISORS, LLC | Other adviser | Apr 2, 2024 | Jun 25, 2026 | no | WINDSOR, CT|Woodstock, GA | Previous registration |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Independent wealth | Aug 8, 2022 | Nov 16, 2023 | no | OMAHA, NE|Woodstock, GA | Previous registration |
| LDINTELLIGENCE LLC | Former SEC adviser | Mar 23, 2022 | Jul 21, 2022 | no | SCOTTSDALE, AZ|Woodstock, GA | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Apr 19, 2013 | Jul 7, 2021 | no | WAVERLY, IA|WOODSTOCK, GA|Union, KY | Previous registration |
| VOYA FINANCIAL PARTNERS, LLC | Former SEC adviser | May 31, 2006 | Apr 5, 2013 | no | TAYLORSVILLE, NC|HICKORY, NC|WINDSOR, CT|HICKORY, NC|WINDSOR, CT | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 1, 2003 | Sep 20, 2005 | no | HICKORY, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 21, 2002 | May 8, 2003 | no | HICKORY, NC | Previous registration |
| WACHOVIA SECURITIES, INC. | n/a | Jan 28, 2002 | Jun 21, 2002 | no | HICKORY, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | AMERITAS ADVISORY SERVICES, LLC | Jun 25, 2026 | Jun 22, 2026 | -3 | Firm change | Other |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | VOYA RETIREMENT ADVISORS, LLC | Nov 16, 2023 | Apr 2, 2024 | 138 | Firm change | Other |
| LDINTELLIGENCE LLC | MUTUAL OF OMAHA INVESTOR SERVICES, INC. | Jul 21, 2022 | Aug 8, 2022 | 18 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | LDINTELLIGENCE LLC | Jul 7, 2021 | Mar 23, 2022 | 259 | Firm change | Other |
| VOYA FINANCIAL PARTNERS, LLC | CUNA BROKERAGE SERVICES, INC. | Apr 5, 2013 | Apr 19, 2013 | 14 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | VOYA FINANCIAL PARTNERS, LLC | Sep 20, 2005 | May 31, 2006 | 253 | Firm change | Other |
| WELLS FARGO ADVISORS | VOYA FINANCIAL ADVISORS, INC. | May 8, 2003 | May 1, 2003 | -7 | Firm change | Other |
| WACHOVIA SECURITIES, INC. | WELLS FARGO ADVISORS | Jun 21, 2002 | Jun 21, 2002 | 0 | Bulk transfer | Other |