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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DAVID M LIEBERMAN

Advisor at AMERITAS ADVISORY SERVICES, LLC

CHARLOTTE, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2002 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: Nov 22, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 22, 2000
First registration: Feb 22, 2002
Dual registered: yes, broker-dealer
Other names: DAVID MICHAEL LIEBERMAN
IAPD individual key: 4296593

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	Jul 13, 2026	n/a	yes	CHARLOTTE, NC	Current employment
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 14, 2021	Jul 27, 2026	no	NEW YORK, NY\|WAXHAW, NC\|NEW YORK, NY\|CHARLOTTE, NC	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 24, 2020	Aug 9, 2021	no	CHARLOTTE, NC	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	May 15, 2018	Apr 16, 2019	no	CHARLOTTE, NC	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Nov 7, 2017	Apr 25, 2018	no	DUBLIN, OH	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 19, 2014	Dec 13, 2016	no	GALENA, OH\|CHARLOTTE, NC	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	May 9, 2013	Aug 1, 2014	no	SCOTTSDALE, AZ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 11, 2011	Apr 19, 2013	no	CHICAGO, IL	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Mar 27, 2008	Jul 20, 2011	no	CHARLOTTE, NC\|SAN ANTONIO, TX	Previous registration
UVEST FINANCIAL SERVICES GROUP, INC.	n/a	Oct 10, 2005	Nov 8, 2006	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Apr 8, 2005	Sep 1, 2005	no	CHARLOTTE, NC	Previous registration
COLUMBIA MANAGEMENT ADVISORS, INC.	n/a	Jul 28, 2004	Apr 8, 2005	no	BOSTON, MA	Previous registration
BACAP DISTRIBUTORS, LLC	n/a	Jan 1, 2003	Jul 22, 2004	no	CHARLOTTE, NC	Previous registration
Stephens	Bd affiliated wealth	Feb 22, 2002	Jan 1, 2003	no	CHARLOTTE , NC	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
PARK AVENUE SECURITIES LLC	AMERITAS ADVISORY SERVICES, LLC	Jul 27, 2026	Jul 13, 2026	-14	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	PARK AVENUE SECURITIES LLC	Aug 9, 2021	Oct 14, 2021	66	Firm change	Ibd to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	EQUITABLE ADVISORS, LLC	Apr 16, 2019	Feb 24, 2020	314	Firm change	Other
EAGLE STRATEGIES LLC	MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Apr 25, 2018	May 15, 2018	20	Firm change	Other
MSI FINANCIAL SERVICES, INC.	EAGLE STRATEGIES LLC	Dec 13, 2016	Nov 7, 2017	329	Firm change	Other
SAGEPOINT FINANCIAL, INC.	MSI FINANCIAL SERVICES, INC.	Aug 1, 2014	Aug 19, 2014	18	Firm change	Other
OSAIC FA, INC.	SAGEPOINT FINANCIAL, INC.	Apr 19, 2013	May 9, 2013	20	Firm change	Other
INVESTMENT PROFESSIONALS, INC.	OSAIC FA, INC.	Jul 20, 2011	Oct 11, 2011	83	Firm change	Other
UVEST FINANCIAL SERVICES GROUP, INC.	INVESTMENT PROFESSIONALS, INC.	Nov 8, 2006	Mar 27, 2008	505	Firm change after gap	Other
BOFA ADVISORS, LLC	UVEST FINANCIAL SERVICES GROUP, INC.	Sep 1, 2005	Oct 10, 2005	39	Firm change	Other
COLUMBIA MANAGEMENT ADVISORS, INC.	BOFA ADVISORS, LLC	Apr 8, 2005	Apr 8, 2005	0	Firm change	Other
BACAP DISTRIBUTORS, LLC	COLUMBIA MANAGEMENT ADVISORS, INC.	Jul 22, 2004	Jul 28, 2004	6	Firm change	Other
Stephens	BACAP DISTRIBUTORS, LLC	Jan 1, 2003	Jan 1, 2003	0	Firm change	Other

Relationships

Registered with (14)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 14, 2021 to Jul 27, 2026factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 24, 2020 to Aug 9, 2021factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
May 15, 2018 to Apr 16, 2019factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Nov 7, 2017 to Apr 25, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 19, 2014 to Dec 13, 2016factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
May 9, 2013 to Aug 1, 2014factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 11, 2011 to Apr 19, 2013factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Mar 27, 2008 to Jul 20, 2011factForm ADV
→ UVEST FINANCIAL SERVICES GROUP, INC.Registered adviserregistration: previous registration
Oct 10, 2005 to Nov 8, 2006factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 8, 2005 to Sep 1, 2005factForm ADV
→ COLUMBIA MANAGEMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 28, 2004 to Apr 8, 2005factForm ADV
→ BACAP DISTRIBUTORS, LLCRegistered adviserregistration: previous registration
Jan 1, 2003 to Jul 22, 2004factForm ADV
→ STEPHENSRegistered adviserregistration: previous registration
Feb 22, 2002 to Jan 1, 2003factForm ADV

Dated events

Occurred
Jul 27, 2026
Advisor changed firm
David M Lieberman left Park Avenue Securities Llc for Ameritas Advisory Services, Llc (registered 2026-07-13)
Form ADVobserved 6 days ago