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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 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED
    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
Ed's Mudville Grill Clayton CA 05/2015 08/2020
David White & Associates San Ramon CA 03/2017 Present
Ameritas Investment Corp Lincoln NE 01/2018 Present
Ameritas Life Insurance Corp Lincoln NE 08/2017 Present
Garaventa Accountancy Corporation Concord CA 01/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 05/2015 → 08/2020
    Ed's Mudville Grill
    Clayton, CA
  • 03/2017 → Present
    David White & Associates
    San Ramon, CA
  • 01/2018 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 08/2017 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2020 → Present
    Garaventa Accountancy Corporation
    Concord, CA
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

David White & Associates; same as branch; inv rel; life insurance; Associate; start date=03/2017; hrs/mo=100; trading hrs/mo=100; life insurance agent * 1947 Reality; same as residence; non-inv rel; rental property; Share Owner; start date=11/2018; hrs/mo=5; trading hrs/mo=0; make decisions on the property, minor maintenance * Garaventa Accountancy Corporation; 3573 Clayton Rd, Concord CA 94519; non-inv rel; CPA firm; Assistant; start date=01/2020; hrs/mo=60; trading hrs/mo=60; assist in preparing tax documents for the CPA, clerical work, organizing documents for CPA * Sacramento Safari Club; non inv rel; PO BOX 3897, Napa, CA 94558; Chapter of Safari Club International, members are active in conserving the environment; Treasurer; start date=05/2023; hrs/mo=3; trading hrs/mo=0; Bookkeeping and helping with events

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-22
S63 Uniform Securities Agent State Law Examination 2018-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-08-22
  • S63 Uniform Securities Agent State Law Examination
    2018-08-29
Other Names
  • Matt Halick
  • Matthew G Halick
  • Matthew Gary Halick

View on SEC IAPD

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