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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| CA | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Visalia | CA | 12/2015 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | Visalia | CA | 12/2015 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Visalia | CA | 02/2019 | 01/2021 |
| J.P. Morgan Securities Llc | Visalia | CA | 02/2019 | 01/2021 |
| Elizabeth Jacques Photography | Exeter | CA | 08/2018 | Present |
| Happy Trails Riding Academy | Tulare | CA | 08/2017 | 08/2019 |
| Harvest Wealth Group | Exeter | CA | 09/2022 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 10/2022 | Present |
ELIZABETH JACQUES PHOTOGRAPHY; 31705 RD 226, EXETER, CA, 93221; NON INV REL; PHOTOGRAPHY; OWNER; 08/2018; HRS/MO=20; TRADING HRS/MO=0; PHOTOGRAPHY * HARVEST WEALTH GROUP; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FINANCIAL ADVISOR; START DATE=09/2022; HRS/MO=160; TRADING HRS/MO=120; CLIENT RELATIONSHIP MANAGER, FINANCIAL PLANNER, INVESTMENT ADVISOR, LIFE INSURANCE SALES * Bellewood Mannor & Carriage House; 244 N Crespi, Exeter CA 93221; non-inv rel; short-term rentals; Owner; start date=06/2025; hrs/mo=4; trading hrs/mo=0; maintain online rental listing, clean rooms after guests depart * Manor & Market; 244 N Crespi, Exeter CA 93221; non-inv rel; retail sales of artisanal home goods and decor; Owner; start date=06/2025; hrs/mo=10; trading hrs/mo=0; product sourcing, creation, development and manufacturing, marketing, online sales and shipping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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