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BG

Brian J. Gazawie

AMERITAS INVESTMENT COMPANY
Lincoln, NE 68510-2234
Some features on this profile are disabled
CRD#: 5695501
BG

Professional summary


Brian Joseph Gazawie, who also goes by Brian J Gazawie, Brian Gazawie, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2011. Brian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian J Gazawie | Brian Gazawie

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) - BD


Click below to view Brian Joseph Gazawie's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 5, 2021 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5900 "o" Street, Lincoln, NE 68510-2234
BD
CRD#: 14869
Lincoln, NE
Past

January 10, 2018 - April 19, 2021

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

May 4, 2016 - January 5, 2018

FORESTERS ADVISORY SERVICES, LLC

RIA
CRD#: 164663
Edison, NJ
Past

May 3, 2016 - January 3, 2018

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

February 24, 2012 - April 18, 2016

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
NEWARK, NJ
Past

February 22, 2012 - April 18, 2016

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

October 13, 2011 - February 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PARAMUS, NJ
Past

May 5, 2011 - February 7, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PARAMUS, NJ

State Registrations and Notice Filings


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

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
New Jersey
(4/5/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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#: 14869Lincoln, NE 68510-2234

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