Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
ROBERT FRANCIS MAHNKE
CRD#: 2476803
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 1219 Pleasant Grove Blvd Ste 100
Roseville, CA 95678
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 1219 Pleasant Grove Blvd Ste 100
Roseville, CA 95678
Registration History
19952000200520102015202020252 FIRMS1997 - 1998 (1 year)IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2002 - Present (23 years)BINTERSECURITIES, INC. (CRD# 16164)1998 - 2002 (3 years)BINTERSECURITIES, INC. (CRD# 16164)1994 - 1997 (2 years)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2002 - 2021 (19 years)
Disclosure(s)
View By:
8/31/2017
Judgment / Lien
License(s)

State Registrations

B
Arizona 1/6/2017
B
Nevada 8/23/2018
B
California 1/30/2002
B
North Carolina 7/13/2018
IA
California 11/1/2021
B
Oregon 1/20/2016
B
Colorado 8/29/2019
B
Utah 8/26/2019
B
Florida 1/6/2017
B
Wisconsin 7/16/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERITAS ADVISORY SERVICES, LLC (CRD#:317245)
1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678
Registered with this firm since 11/1/2021
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678
Registered with this firm since 1/30/2002
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 04/05/2002 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) SACRAMENTO, CA
B
 06/08/1998 - 02/01/2002 INTERSECURITIES, INC. (CRD#:16164) PHILADELPHIA, PA
B
 01/31/1997 - 02/18/1998 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
 01/31/1997 - 02/18/1998 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
B
 05/12/1994 - 02/10/1997 INTERSECURITIES, INC. (CRD#:16164) PHILADELPHIA, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.