Individual Firm
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DANIEL THEODORE BILLINGS
CRD#: 4950542
IA
B
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 101 S Elm St Ste 220
Greensboro, NC 27410
Greensboro, NC 27410
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 101 S Elm St Ste 220
GREENSBORO, NC 27401
GREENSBORO, NC 27401
0
Disclosures
18
Years of Experience
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State Registrations
B
Florida 1/3/2022
B
Texas 12/2/2019
B
North Carolina 3/4/2013
IA
Texas 11/1/2021
IA
North Carolina 11/1/2021
B
Utah 1/3/2022
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 11/1/2021
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Registered with this firm since 3/4/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/04/2013 - 11/01/2021 | LINCOLN, NE | |
IA | 04/03/2009 - 02/20/2013 | GREENSBORO, NC | |
B | 07/05/2007 - 02/20/2013 | GREENSBORO, NC | |
IA | 07/26/2005 - 04/12/2006 | HIGH POINT, NC | |
B | 07/26/2005 - 04/12/2006 | HIGH POINT, NC | |
B | 07/26/2005 - 04/12/2006 | MINNEAPOLIS, MN |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.