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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
2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David White & Associates | San Ramon | CA | 01/2002 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| National Wealth Group | San Ramon | CA | 11/2024 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; INSURANCE BROKERAGE; SENIOR PARTNER; START DATE=01/2002; HRS/MO=40; TRADING HRS/MO=40; WORK WITH CLIENT ON INSURANCE NEEDS * ASSOCIATION INSURANCE & PENSION SERVICES (AI&PS); INV REL; SAME AS BRANCH; MARKETING; PARTNER; START DATE=01/2025; HRS/MO=10; TRADING HRS/MO=5; MONITORING ADVERTISING AND LEAD GENERATION * dba NATIONAL WEALTH GROUP; INV REL; SAME AS BRANCH; MARKETING, RECRUITING; PARTNER; START DATE=11/2024; HRS/MO=4; TRADING HRS/MO=4; REVIEW MARKETING EFFORTS AND RECRUITING NEW AGENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-28 |
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