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Advisor at AMERITAS ADVISORY SERVICES, LLC
ALGONQUIN, IL
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 | Oct 6, 2025 | n/a | yes | ALGONQUIN, IL | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Dec 23, 2020 | Nov 14, 2024 | no | WASHINGTON, DC|SPRINGBORO, OH|Algonquin, IL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 11, 2019 | Dec 7, 2020 | no | Cincinnati, OH|Indianapolis, IN | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Mar 25, 2017 | May 8, 2018 | no | SPRINGBORO, OH|CHARLOTTE, NC | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jul 27, 2015 | Mar 25, 2017 | no | SPRINGBORO, OH|CHARLOTTE, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 13, 2009 | Apr 7, 2015 | no | SHOREVIEW, MN|CHARLOTTE, NC|CHARLOTTE, NC|SHOREVIEW, MN|ST. LOUIS, MO | Previous registration |
| OLD MUTUAL CAPITAL | Former SEC adviser | Jun 2, 2008 | Sep 19, 2008 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | AMERITAS ADVISORY SERVICES, LLC | Nov 14, 2024 | Oct 6, 2025 | 326 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | MISSIONSQUARE RETIREMENT | Dec 7, 2020 | Dec 23, 2020 | 16 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | MML INVESTORS SERVICES, LLC | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | MSI FINANCIAL SERVICES, INC. | Apr 7, 2015 | Jul 27, 2015 | 111 | Firm change | Other |
| OLD MUTUAL CAPITAL | WELLS FARGO ADVISORS | Sep 19, 2008 | Jan 13, 2009 | 116 | Firm change | Other |