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DAVID ROBERT LUCAS
CRD#: 2135184
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 3150 CROW CANYON PL STE 200
SAN RAMON, CA 94583
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 3150 CROW CANYON PL STE 200
SAN RAMON, CA 94583
Registration History
1995200020052010201520202025IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2006 - Present (18 years)BCARILLON INVESTMENTS, INC. (CRD# 14646)1998 - 2006 (7 years)BSENTRA SECURITIES CORPORATION (CRD# 10249)1991 - 1998 (7 years)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2006 - 2021 (15 years)IACARILLON INVESTMENTS, INC (CRD# 14646)2002 - 2006 (4 years)
License(s)

State Registrations

B
Arizona 8/31/2020

B
Montana 7/24/2024

B
California 6/30/2006

B
Nevada 6/30/2006

IA
California 11/1/2021

B
New York 6/30/2006

B
Colorado 8/23/2016

B
North Carolina 11/5/2019

B
District of Columbia 7/30/2024

B
Oregon 7/14/2015

B
Hawaii 1/24/2024

B
Texas 8/23/2024

B
Idaho 5/9/2022

IA
Texas 8/23/2024

B
Maine 9/29/2008

B
Virginia 4/10/2013

B
Massachusetts 11/4/2022

B
Washington 6/30/2006

B
Michigan 2/27/2017

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERITAS ADVISORY SERVICES, LLC (CRD#:317245)
3150 CROW CANYON PL STE 200, SAN RAMON, CA 94583
Registered with this firm since 11/1/2021

B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
3150 CROW CANYON PL STE 200, SAN RAMON, CA 94583
Registered with this firm since 6/30/2006

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/30/2006 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) LINCOLN, NE
IA
01/23/2002 - 06/30/2006 CARILLON INVESTMENTS, INC (CRD#:14646) DANVILLE, CA
B
10/26/1998 - 06/30/2006 CARILLON INVESTMENTS, INC. (CRD#:14646) DANVILLE, CA
B
04/04/1991 - 10/28/1998 SENTRA SECURITIES CORPORATION (CRD#:10249) PHOENIX, AZ
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.