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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-04 |
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