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DW

Dingho Wang

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CRD#: 1130318
DW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dingho Wang, who also goes by D D Wang, Ding Ho Wang, was a registered financial professional .

Dingho is a previously registered financial professional and started their career in finance in 1997. Dingho had worked at 6 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


D D Wang | Ding Ho Wang

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 19, 2003 - January 21, 2005

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

March 4, 2003 - September 19, 2003

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

January 19, 2000 - January 6, 2003

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

November 3, 1999 - January 6, 2000

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
VICTOR, NY
Past

November 18, 1997 - October 8, 1999

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
VICTOR, NY
Past

April 4, 1997 - October 27, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

March 27, 1997 - April 15, 1997

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/22/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AI
AMERITAS INVESTMENT COMPANY, LLC
AMERITAS ADVISORY SERVICES | THE ADVISORS GROUP (TAG) | SOWER SECURITIES CORP. | BLN INVESTMENT CORP. | AMERITAS INVESTMENT CORP. | AMERITAS INVESTMENT CORP | AMERITAS INVESTMENT COMPLANY, LLC | AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869 / SEC#: 801-undefined, 8-31296

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
5900 "o" Street, Lincoln, NE 68510
Mailing Address
Po Box 5507, Lincoln, NE 68505-0507
Phone number
(800) 335-9858
Established
Nebraska since 04/10/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/16/2021)

Direct owners and executive officers


NamePositionCRD#
AMERITAS LIFE INSURANCE CORP.BENEFICIAL OWNER
BEASLEY, RYAN CHARLESMEMBER BOARD OF DIRECTORS2943009
BERTHOLD, RICHARD AARONVICE PRESIDENT, OPERATIONS4433172
BIEL, ROLLIN LYNNFINANCIAL AND OPERATIONS PRINCIPAL5101711
HALVERSON, KELLY JAYMEMBER BOARD OF DIRECTORS7977580
KINSELLA, MATTHEW JOHNCHIEF COMPLIANCE OFFICER5217108
KORTE, BRENT FRAZIERMEMBER BOARD OF DIRECTORS4808103
ROBSON, JEREMY MICHAELPRESIDENT AND MEMBER BOARD OF DIRECTORS4147931
SCHUBAUER, TYLER JOSEPHCORPORATE SECRETARY6392775
SHERFFIUS, MARIA ELIZABETHSECOND VICE PRESIDENT - COMPLIANCE OFFICER2726500
WU, MICHELE XIAOMINGMEMBER BOARD OF DIRECTORS7863936

Disclosures


Regulatory Event21
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

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