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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

160 S E St, Exeter, CA 93221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Company, Llc Lincoln NE 06/2006 Present
Ameritas Life Insurance Company Lincoln NE 06/2006 Present
Valley Financial Group Exeter CA 08/1999 07/2018
20/20 Financial Advisers, Llc-Exeter Exeter CA 02/2014 12/2018
20/20 Capital Management Inc. Costa Mesa CA 11/2015 12/2018
Canvas Financial Exeter CA 08/2018 Present
Harvest Wealth Group Exeter CA 08/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
In Focus Financial Roseville CA 06/2026 Present
  • 06/2006 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Company
    Lincoln, NE
  • 08/1999 → 07/2018
    Valley Financial Group
    Exeter, CA
  • 02/2014 → 12/2018
    20/20 Financial Advisers, Llc-Exeter
    Exeter, CA
  • 11/2015 → 12/2018
    20/20 Capital Management Inc.
    Costa Mesa, CA
  • 08/2018 → Present
    Canvas Financial
    Exeter, CA
  • 08/2018 → Present
    Harvest Wealth Group
    Exeter, CA
  • 11/2021 → Present
    Lincoln, NE
  • 06/2026 → Present
    In Focus Financial
    Roseville, CA
Previous Registrations
  • 2016-06-23 → 2019-01-02
    20/20 Capital Management, Inc
    Exeter, CA
  • 2005-01-18 → 2006-06-30
    Carillon Investments, Inc.
    Visalia, CA
    Visalia, CA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=200; trading hrs/mo=130; responsible for my own LLC-Harvest Wealth Group underneath Canvas Financial * Harvest Wealth Group; same as branch; inv rel; marketing for insurance, broker/dealer and advisory services; Owner; start date=08/2018; hrs/mo=150; trading hrs/mo=130; marketing for life insurance, broker/dealer and advisory services * Wash N Glo; 101 N Chinowth St, Visalia CA 93291; non-inv rel; coin operated car wash; Owner; start date=10/2018; hrs/mo=3; trading hrs/mo=0; manage my maintenance and cleaning people and make financial decisions to buy equipment when needed * Rental Property; 231 N Kaweah, Exeter CA 93221; non-inv rel; rental property; Owner; start date=08/2016; hrs/mo=0; trading hrs/mo=0; owner and collect rent * Garrett German Farming; 17781 Ave 278, Exeter CA 93221; non-inv rel; farming 10 acres of oranges; Owner; start date=07/2019; hrs/mo=1; trading hrs/mo=1; manage a farm manager * Garrett and Rebecca German Family Foundation; non inv rel; same as branch; Missionary work outside the United States; Director; start date=10/2014; hrs/mo=2; trading hrs/mo=0; Responsible for the financials, correspondence, donation deposits and disbursements to the missionaries. Take care of tax filings and legal paperwork. * dba In Focus Financial; inv rel; 1219 Pleasant Grove Blvd, Ste 100, Roseville, CA 95678; Financial Planning; Owner; start date=06/2026; hrs/mo=40; trading hrs/mo=40; Owner and sales director

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-10
S63 Uniform Securities Agent State Law Examination 1999-12-04
  • S66 Uniform Combined State Law Examination
    2005-01-10
  • S63 Uniform Securities Agent State Law Examination
    1999-12-04
Other Names
  • Garrett H German

View on SEC IAPD

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