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Detailed Report
Zachary Campbell Sims
Zach Sims
CRD#: 7057510
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 2718 20TH ST S STE 100
HOMEWOOD, AL 35209
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 2718 20TH ST S STE 100
HOMEWOOD, AL 35209
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2023 - Present (2 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 3/23/2023
B
New Mexico 5/4/2023
IA
Alabama 3/23/2023
B
Virginia 6/21/2024

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)
2718 20TH ST S STE 100, HOMEWOOD, AL 35209
Registered with this firm since 3/23/2023
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
2718 20TH ST S STE 100, HOMEWOOD, AL 35209
Registered with this firm since 12/9/2022
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.