DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMERITAS ADVISORY SERVICES, LLC
PALM COAST, FL
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 | Apr 13, 2023 | n/a | yes | PALM COAST, FL | Current employment |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Mar 16, 2020 | Oct 14, 2022 | no | Tampa, FL|ARLINGTON, VA|TEMPLE TERRACE, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 15, 2019 | May 17, 2019 | no | PALATKA, FL | Previous registration |
| SIGFIG WEALTH MANAGEMENT LLC | Independent wealth | May 9, 2017 | Sep 24, 2018 | no | Phoenix, AZ | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Nov 6, 2015 | Apr 20, 2017 | no | Scottsdale, AZ | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 4, 2010 | Sep 4, 2015 | no | JACKSONVILLE, FL|SCOTTSDALE, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Jun 15, 2009 | Sep 29, 2009 | no | ST LOUIS, MO|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E*TRADE CAPITAL MANAGEMENT, LLC | AMERITAS ADVISORY SERVICES, LLC | Oct 14, 2022 | Apr 13, 2023 | 181 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | E*TRADE CAPITAL MANAGEMENT, LLC | May 17, 2019 | Mar 16, 2020 | 304 | Firm change | RIA to RIA |
| SIGFIG WEALTH MANAGEMENT LLC | LPL FINANCIAL LLC | Sep 24, 2018 | Apr 15, 2019 | 203 | Firm change | RIA to RIA |
| VANGUARD ADVISERS, INC. | SIGFIG WEALTH MANAGEMENT LLC | Apr 20, 2017 | May 9, 2017 | 19 | Firm change | Other |
| STRATEGIC ADVISERS LLC | VANGUARD ADVISERS, INC. | Sep 4, 2015 | Nov 6, 2015 | 63 | Firm change | Other |
| EDWARD JONES | STRATEGIC ADVISERS LLC | Sep 29, 2009 | Aug 4, 2010 | 309 | Firm change | Ibd to ibd |