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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-29 |
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