Edward B. Trivisonno
Professional summary
Edward Bryan Trivisonno JR, who also goes by Ed Trivisonno, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Richmond, Virginia.
Edward is registered as a RR (Registered Representative) and started their career in finance in 1986. Edward has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Edward Bryan Trivisonno JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2014 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6802 Paragon Pl Ste 210, Richmond, VA 23230December 11, 2013 - June 19, 2014
ONEAMERICA SECURITIES, INC.
June 12, 2009 - June 5, 2013
AMERITAS INVESTMENT COMPANY, LLC
June 23, 2006 - May 15, 2009
ONEAMERICA SECURITIES, INC.
October 11, 1996 - June 15, 2006
MUTUAL OF AMERICA SECURITIES LLC
September 9, 1988 - June 15, 2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
August 12, 1986 - August 23, 1988
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/20/2017)
(2/8/2018)
(9/17/2019)
(1/25/2017)
(1/8/2025)
(4/3/2024)
(5/30/2014)
(3/1/2018)
(5/30/2014)
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#: 14869Richmond, VA 23230TRUST BUT VERIFY
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