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Account
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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-01 |
| CA | RA | APPROVED | 2022-09-09 |
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 |
|---|---|---|---|---|
| Foresters Financial Services | Walnut Creek | CA | 07/2016 | 02/2017 |
| Foresters Financial Services | Walnut Creek | CA | 02/2017 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Walnut Creek | CA | 09/2017 | 01/2018 |
| Mml Investors Services | Walnut Creek | CA | 09/2017 | 01/2018 |
| Hsbc Securities Usa Inc | San Francisco | CA | 12/2018 | 06/2022 |
| Hsbc Bank Usa Na | San Francisco | CA | 12/2018 | 06/2022 |
| Lending Club | San Francisco | CA | 08/2018 | 11/2018 |
| American Income Life Insurance Company | Tracy | CA | 01/2018 | 08/2018 |
| David White & Associates | San Ramon | CA | 06/2022 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 09/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2022 | Present |
| Barto Lucas | San Ramon | CA | 03/2023 | Present |
DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; ASSOCIATE ADVISOR; START DATE=06/2022; HRS/M0=160; TRADING HRS/MO=160; SUPPORTING ADVISOR FOR SENIOR PARTNERS WITH THE FIRM * dba BARTO LUCAS; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; ASSOCIATE ADVISOR; START DATE=03/2023; HRS/MO=160; TRADING HRS/MO=160; ASSISTING WITH CLIENT REVIEWS * Rental Property; 421 Dursey Dr, Pinole CA 94564; non-inv rel; rental property; Owner; hrs/mo=0; trading hrs/mo=0; maintain property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-18 |
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