Terry A. Adami
Professional summary
Terry Allen Adami is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in San Ramon, California.
Terry is registered as a RR (Registered Representative) and started their career in finance in 1984. Terry has worked at 7 firms and has passed the SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry Allen Adami's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2024 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2000 Crow Canyon Place Ste 250, San Ramon, CA 94583June 30, 2006 - March 27, 2024
AMERITAS INVESTMENT COMPANY, LLC
July 7, 1999 - June 30, 2006
CARILLON INVESTMENTS, INC.
July 25, 1997 - July 14, 1999
EMMETT A LARKIN COMPANY, INC.
June 26, 1997 - May 19, 1999
METROPOLITAN LIFE INSURANCE COMPANY
June 26, 1997 - May 19, 1999
MSI FINANCIAL SERVICES, INC.
June 15, 1995 - July 23, 1997
CARILLON INVESTMENTS, INC.
August 30, 1990 - June 16, 1995
VERAVEST INVESTMENTS, INC.
February 17, 1984 - July 20, 1990
WS GRIFFITH SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/17/2024)
Exams
FINRA
Current Firm
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869 / SEC#: 801-undefined, 8-31296
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | |
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
Disclosures
| Regulatory Event | 21 |
| Arbitration | 2 |
Red Flags
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Company Information
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869San Ramon, CA 94583TRUST BUT VERIFY
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