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David Matthew Frings

Ameritas Advisory Services, LLC

Roseville, CA

CRD 5517923

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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-18
  • CA RA
    APPROVED
    Since 2025-11-18

Branch Locations

2530 Douglas Blvd Suite 170, Roseville, CA 95661 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Folsom CA 10/2012 05/2017
Bank Of America, N.A. Folsom CA 04/2013 05/2017
Fidelity Brokerage Services Folsom CA 06/2017 01/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2024
Unemployed El Dorado Hills CA 02/2024 07/2024
Onedigital Investment Advisors Llc Overland Park KS 08/2024 09/2025
Harvest Wealth Group Exeter CA 10/2025 Present
Vas Dias-Ca Roseville CA 10/2025 Present
Ameritas Investment Company, Llc Lincoln NE 11/2025 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2025 Present
  • 10/2012 → 05/2017
    Folsom, CA
  • 04/2013 → 05/2017
    Bank Of America, N.A.
    Folsom, CA
  • 06/2017 → 01/2024
    Fidelity Brokerage Services
    Folsom, CA
  • 07/2018 → 01/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2024 → 07/2024
    Unemployed
    El Dorado Hills, CA
  • 08/2024 → 09/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 10/2025 → Present
    Harvest Wealth Group
    Exeter, CA
  • 10/2025 → Present
    Vas Dias-Ca
    Roseville, CA
  • 11/2025 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2025 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

HARVEST WEALTH GROUP; 160 S E ST., EXETER, CA, 93321; INV REL; ADVISORY & VARIABLE PRODUCTS; EMPLOYEE; START DATE=10/2025; HRS/MO=160; TRADING HRS/MO=160; ADVISORY & VARIABLE PRODUCTS * VAS DIAS-CA; SAME AS BRANCH; INV REL; ADVISORY & VARIABLE PRODUCTS; EMPLOYEE; START DATE=10/2025; HRS/MO=160; TRADING HRS/MO=160; ADVISORY & VARIABLE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-29
  • S66 Uniform Combined State Law Examination
    2013-01-29
Other Names
  • David Matthew Frings
  • David M Frings

View on SEC IAPD

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