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Advisor at AMERITAS ADVISORY SERVICES, LLC
HOMEWOOD, AL
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 | Mar 31, 2023 | n/a | yes | HOMEWOOD, AL | Current employment |
| THE ASCENT GROUP, LLC | Independent wealth | Jun 15, 2021 | May 15, 2023 | no | Homewood, AL|VIRGINIA BEACH, VA | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Oct 4, 2001 | Sep 30, 2004 | no | BIRMINGHAM, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE ASCENT GROUP, LLC | AMERITAS ADVISORY SERVICES, LLC | May 15, 2023 | Mar 31, 2023 | -45 | Firm change after gap | RIA to ibd |
| THE ADVISORS GROUP, INC. | THE ASCENT GROUP, LLC | Sep 30, 2004 | Jun 15, 2021 | 6,102 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 314424:317245:VA:2023-05-15 | May 15, 2023 | Mar 31, 2023 | VIRGINIA BEACH, VA | Firm change after gap |