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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

2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • 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 Corp Lincoln NE 11/2010 Present
Ameritas Life Insurance Lincoln NE 11/2010 Present
David White & Associates San Ramon CA 01/2009 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 11/2010 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2010 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 01/2009 → Present
    David White & Associates
    San Ramon, CA
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL SERVICES AGENCY; ASSOCIATE; START DATE=01/2009; HRS/MO=160; TRADING HRS/MO=160; SELL LIFE AND DI INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-28
  • S66 Uniform Combined State Law Examination
    2011-03-28

View on SEC IAPD

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