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Advisor at AMERITAS ADVISORY SERVICES, LLC
FREMONT, NE
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 | Nov 1, 2021 | n/a | yes | FREMONT, NE | Current employment |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Aug 4, 2017 | Nov 6, 2018 | no | Omaha, NE | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Aug 4, 2017 | Nov 6, 2018 | no | Omaha, NE | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 5, 2016 | Aug 4, 2017 | no | OMAHA, NE | Previous registration |
| EDWARD JONES | National bd RIA | Dec 7, 2009 | Jun 8, 2016 | no | Maryland Heights, MO|ELKHORN, NE|ST LOUIS, MO|YORK, NE|OMAHA, NE|YORK, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Nov 6, 2018 | Aug 4, 2017 | -459 | Channel change | Other |
| TD AMERITRADE, INC. | AMERITAS ADVISORY SERVICES, LLC | Nov 6, 2018 | Nov 1, 2021 | 1,091 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Aug 4, 2017 | Aug 4, 2017 | 0 | Firm change | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | Jun 8, 2016 | Aug 5, 2016 | 58 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111514:7870:NE:2018-09-27 | Nov 6, 2018 | Aug 4, 2017 | OMAHA, NE | Firm change after gap |