Best Investors
Account
Sign in
Best Investors
Account
Sign in
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
3150 Crow Canyon Pl Ste 200, San Ramon, CA 94583 • United States
San Mateo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David White And Associates | Danville | CA | 06/1997 | 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 |
| All Planning Phases | San Mateo | CA | 05/2022 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; DAVID WHITE AND ASSOCIATES; SAME AS BRANCH; INV-REL; INSURANCE AND FINANCIAL SERVICES; CERTIFIED FINANCIAL PLANNER; START DATE=06/1997; HRS/MO=40; SALES, MARKETING, CRM * ALL PLANNING PHASES; 63 BOVET RD #229, SAN MATEO, CA 94402; NON INV REL; INCORPORATED BUSINESS NAME FOR TAX PURPOSES; OWNER; START DATE=05/2022; HRS/MO=5; TRADING HRS/MO=0; PAYING BUSINESS EXPENSES THROUGH THIS CORPORATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-27 |
Reach out to this advisor