DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMERITAS ADVISORY SERVICES, LLC
Grand Rapids, MI
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 | Grand Rapids, MI | Current employment |
| 20/20 CAPITAL MANAGEMENT, INC | Former SEC adviser | Nov 17, 2017 | Jan 2, 2019 | no | COSTA MESA, CA | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jan 14, 2005 | Nov 7, 2017 | no | GREENWOOD VILLAGE, CO|GRAND RAPIDS, MI | Previous registration |
| HEITZMAN ADVISORY GROUP, INC. | n/a | Feb 28, 2003 | Jan 14, 2008 | no | GRAND RAPIDS, MI | Previous registration |
| HEITZMAN ADVISORY GROUP, INC. | n/a | Jun 26, 2002 | Jul 8, 2002 | no | GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 20/20 CAPITAL MANAGEMENT, INC | AMERITAS ADVISORY SERVICES, LLC | Jan 2, 2019 | Nov 1, 2021 | 1,034 | Firm change after gap | RIA to ibd |
| CETERA ADVISORS LLC | 20/20 CAPITAL MANAGEMENT, INC | Nov 7, 2017 | Nov 17, 2017 | 10 | Firm change | Other |
| HEITZMAN ADVISORY GROUP, INC. | CETERA ADVISORS LLC | Jan 14, 2008 | Jan 14, 2005 | -1,095 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281692:317245:CA:2019-01-02 | Jan 2, 2019 | Nov 1, 2021 | COSTA MESA, CA | Firm change after gap |