Joshua D. Lunn
Professional summary
Joshua Dee Lunn, who also goes by Joshua D Lunn, Joshua Lunn, Josh Lunn, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Dallas, Texas.
Joshua is registered as a RR (Registered Representative) and started their career in finance in 2021. Joshua has worked at 4 firms and has passed the Series 63, Series 99TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joshua Dee Lunn's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2025 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 17300 Preston Rd Ste 260, Dallas, TX 75252June 11, 2024 - May 28, 2025
FIDELITY BROKERAGE SERVICES LLC
February 1, 2022 - March 19, 2024
NATIONAL FINANCIAL SERVICES LLC
August 7, 2021 - January 10, 2022
CHARLES SCHWAB & CO., 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
(7/2/2025)
Exams
Series 99TO
Date: 3/14/2025
Operations Professional ExaminationSeries 7TO
Date: 8/6/2021
General Securities Representative ExaminationFINRA
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
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#: 14869Dallas, TX 75252TRUST BUT VERIFY
Monitor Joshua Lunn
Get automatic monthly alerts on:
