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Advisor at AMERITAS ADVISORY SERVICES, LLC
LEAWOOD, KS
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 | Jan 29, 2026 | n/a | yes | LEAWOOD, KS | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Mar 21, 2024 | Jan 26, 2026 | no | OVERLAND PARK, KS | Previous registration |
| CETERA ADVISORS LLC | Former SEC adviser | Jun 7, 2023 | Mar 21, 2024 | no | OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Feb 19, 2014 | Apr 20, 2021 | no | OVERLAND PARK, KS | Previous registration |
| MONTAGE INVESTMENTS, LLC | Former SEC adviser | Mar 25, 2013 | Feb 12, 2014 | no | LEAWOOD, KS | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Mar 2, 2011 | Mar 19, 2013 | no | OVERLAND PARK, KS | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Mar 2, 2011 | Mar 19, 2013 | no | Overland Park, KS | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 30, 2010 | Feb 24, 2011 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | AMERITAS ADVISORY SERVICES, LLC | Jan 26, 2026 | Jan 29, 2026 | 3 | Firm change | Ibd to ibd |
| CETERA ADVISORS LLC | CETERA INVESTMENT ADVISERS LLC | Mar 21, 2024 | Mar 21, 2024 | 0 | Bulk transfer | Ibd to ibd |
| WADDELL & REED | CETERA ADVISORS LLC | Apr 20, 2021 | Jun 7, 2023 | 778 | Firm change after gap | Ibd to ibd |
| MONTAGE INVESTMENTS, LLC | WADDELL & REED | Feb 12, 2014 | Feb 19, 2014 | 7 | Firm change | Other |
| TD AMERITRADE, INC. | MONTAGE INVESTMENTS, LLC | Mar 19, 2013 | Mar 25, 2013 | 6 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Mar 19, 2013 | Mar 2, 2011 | -748 | Channel change | Other |
| EQUITABLE ADVISORS, LLC | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Feb 24, 2011 | Mar 2, 2011 | 6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 866:10299:KS:2021-04-07 | Apr 20, 2021 | Jun 7, 2023 | OVERLAND PARK, KS | Firm change after gap |