AG
Arnolds A. Grava
AMERITAS ADVISORY SERVICES
ALLEN, TX 75013
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CRD#: 4578696
AG
Professional summary
Arnolds Andra Grava, who also goes by A. Andra Grava, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Allen, Texas and AMERITAS INVESTMENT COMPANY, LLC located in Allen, Texas.
Arnolds is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Arnolds has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
A. Andra Grava
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *THE DI CENTER, LLC; SAME AS BRANCH; INV REL; INSURANCE BROKERAGE, PRIMARILY DISABILITY INSURANCE, ALSO HANDLE LIFE INSURANCE, ANNUITIES, HEALTH INSURANCE, LONG-TERM CARE, GROUP INSURANCE AND CRITICAL ILLNESS; GENERAL AGENT; START DATE=01/2012; HRS/MO=160; TRADING HRS/MO=120; MANAGEMENT AND SALES; * My PFTM; same as residence; non-inv rel; software development-personal financial task management software and mobile application, designing to be part of sales process using Agile Method of determining client's vision, story, tasks and tracking tasks through Sprint and then follow up/feedback, review and repeat process; Founder/Owner; start date=03/2020; hrs/mo=10; trading hrs/mo=0; development, original idea and design, working with contract software programmers to develop product, test and eventually license and sell
CRS (Client Relationship Summary) - RIA
Click below to view Arnolds Andra Grava's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1050 S Central Expressway Ste 1250, Allen, TX 75013RIA
CRD#: 317245
ALLEN, TX
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1050 S Central Expressway Ste 1250, Allen, TX 75013BD
CRD#: 14869
ALLEN, TX
Past
June 30, 2006 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Dallas, TX
Past
April 26, 2004 - June 30, 2006
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
ADDISON, TX
Past
February 12, 2003 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
ADDISON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/18/2024)
RR
Arizona(6/12/2019)
RR
California(6/12/2019)
RR
Colorado(6/12/2019)
RR
District of Columbia(6/12/2019)
RR
Florida(6/12/2019)
RR
Georgia(6/12/2019)
RR
Maryland(6/12/2019)
RR
Michigan(6/12/2019)
RR
New Mexico(6/12/2019)
RR
Oklahoma(6/12/2019)
RR
Texas(6/30/2006)
IAR
Texas(11/1/2021)
RR
Virginia(6/12/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
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.
