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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-13 |
Branch Locations
Porterville, CA • United States
160 S E St, Exeter, CA 93221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Hanford | CA | 11/2016 | 09/2019 |
| Jp Morgan Securities, Llc | Visalia | CA | 11/2016 | 02/2018 |
| Alterra Home Loans | Porterville | CA | 04/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Visalia | CA | 10/2019 | 03/2022 |
| Bank Of America, N.A. | Visalia | CA | 11/2019 | 03/2022 |
| Holiday By Atria Sierra Hills | Porterville | CA | 03/2022 | 03/2023 |
| Harvest Wealth Group | Exeter | CA | 03/2023 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2023 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2023 | Present |
HARVEST WEALTH GROUP; SAME AS BRANCH; INV REL; INVESTMENT ADVICE & INSURANCE NEEDS; FINANCIAL ADVISOR; START DATE=03/2023; HRS/MO=160; TRADING HRS/MO=110; FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-19 |
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