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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
CA RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2025-12-17
  • CA RA
    APPROVED
    Since 2021-11-01

Branch Locations

1225 Pleasant Grove Blvd Ste 100, Roseville, CA 95678 • 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
Infocus Financial Strategies Roseville CA 06/2016 Present
West Money Management Llc Roseville CA 09/2014 12/2016
Pro-Transport-1 Cotati CA 08/2010 09/2016
Ameritas Investment Corp Lincoln NE 07/2017 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2016 → Present
    Infocus Financial Strategies
    Roseville, CA
  • 09/2014 → 12/2016
    West Money Management Llc
    Roseville, CA
  • 08/2010 → 09/2016
    Pro-Transport-1
    Cotati, CA
  • 07/2017 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

InFocus Financial Strategies; same as branch; inv rel; financial planning, business planning, securities, investments, insurance annuities, variable annuities; Employee; start date=06/2016; hrs/mo=160; trading hrs/mo=100; preparing, reviewing and submitting forms on behalf of principal John Pittman and clients, developing and maintaining client relationships via phone, written correspondence and electronic mail, providing service as an Investment Advisor Representative to clients in my book of business-getting to know clients, developing client relationship, review asset allocation, provide service and investment advice as needed, paraplanning as desired by client * Gutter cleaning/Hanging Christmas lights for elderly neighbors; same as residence; non-inv rel; seasonal gutter cleaning and hanging Christmas lights for elderly neighbors; Contract Worker; start date=12/2018; hrs/mo=1; trading hrs/mo=0; scooping out dead leaves, dirt and debris from gutters, spray gutters clean with hose as needed, remove waste and leave work site clean, hang Christmas lights on hooks along the roofline of residences, take down lights after Christmas season and put into customer's storage

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-23
  • S66 Uniform Combined State Law Examination
    2017-12-23

View on SEC IAPD

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