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Detailed Report
ELISA T GOEBEL
LISA THORP GOEBEL, LISA THORP
CRD#: 5090084
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 1070 COMMERCE DR BLDG 3
PERRYSBURG, OH 43551
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 1070 COMMERCE DR BLDG 3
PERRYSBURG, OH 43551-5259
Registration History
198519901995200020052010201520202025IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2020 - Present (5 years)BSTATE FARM VP MANAGEMENT CORP. (CRD# 43036)2013 - 2019 (6 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2012 (<1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2009 - 2012 (2 years)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2021 - 2021 (<1 year)
Disclosure(s)
View By:
3/27/1982
Criminal
Final Disposition
License(s)

State Registrations

B
Ohio 2/6/2020
IA
Ohio 11/1/2021

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)
1070 COMMERCE DR BLDG 3, PERRYSBURG, OH 43551
Minster, OH
Registered with this firm since 11/1/2021
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
1070 COMMERCE DR BLDG 3, PERRYSBURG, OH 43551-5259
Minster, OH
Registered with this firm since 2/5/2020
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/15/2021 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) Worthington, OH
B
 01/17/2013 - 09/05/2019 STATE FARM VP MANAGEMENT CORP. (CRD#:43036) HILLIARD, OH
B
 10/01/2012 - 12/14/2012 J.P. MORGAN SECURITIES LLC (CRD#:79) SIDNEY, OH
B
 11/25/2009 - 10/01/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) SIDNEY, OH
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.