Best Investors Account Sign in
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

10 G St 2Nd Floor, San Rafael, CA 94901 • 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
Peter M Turnbaugh Cpa Novato CA 10/1987 Present
Ameritas Investment Corp. Lincoln NE 06/2006 Present
The Turnbaugh Group Llc Martinez CA 11/2008 09/2020
Ameritas Life Insurance Corp. Lincoln NE 06/2006 Present
Greystone Apartments Susanville CA 10/2001 11/2024
Peter And Karen Turnbaugh Llc Novato CA 09/2009 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/1987 → Present
    Peter M Turnbaugh Cpa
    Novato, CA
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 11/2008 → 09/2020
    The Turnbaugh Group Llc
    Martinez, CA
  • 06/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 10/2001 → 11/2024
    Greystone Apartments
    Susanville, CA
  • 09/2009 → Present
    Peter And Karen Turnbaugh Llc
    Novato, CA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2002-09-19 → 2006-06-30
    Carillon Investments, Inc.
    San Rafael, CA
    San Rafael, CA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * PETER TURNBAUGH CPA; SAME AS RESIDENCE; NON-INV REL; CPA BUSINESS; OWNER/CPA; START DATE=10/1987; HRS/MO=12; TRADING HRS/MO=4; TAX PREP AND PLANNING, CONSULTING, ACCOUNTING, BUSINESS VALUATION * PETER AND KAREN TURNBAUGH LLC; SAME AS RESIDENCE; NON-INV REL; INVESTING SELF DIRECTED IRA MONEY INTO REAL ESTATE VIA THE LLC; MEMBER; START DATE=09/2009; HRS/MO=0; TRADING HRS/MO=0; LLC MEMBER WITH PASSIVE ACTIVITY OF REAL ESTATE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-26
S63 Uniform Securities Agent State Law Examination 2002-05-20
  • S65 Uniform Investment Adviser Law Examination
    2002-08-26
  • S63 Uniform Securities Agent State Law Examination
    2002-05-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Rafael, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor