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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
1225 Pleasant Grove Blvd Ste 100, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-23 |
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