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John Perlite

Ameritas Advisory Services, LLC

San Ramon, CA

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-13
  • CA RA
    APPROVED
    Since 2024-02-13

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
Arizona State University Tempe AZ 08/2015 12/2019
Amazon Tempe AZ 07/2018 11/2018
Thompson Financial Group Gilbert AZ 11/2018 06/2019
Merrill Lynch Gilbert AZ 10/2019 06/2020
Unemployed Concord CA 06/2020 11/2020
Hsbc Pleasanton AZ 11/2020 02/2022
Unemployed Pleasanton CA 02/2022 07/2022
First Republic Bank San Francisco CA 07/2022 06/2023
Unemployed Pleasanton CA 06/2023 10/2023
David White & Associates San Ramon CA 10/2023 Present
Ameritas Investment Company, Llc Lincoln NE 02/2024 Present
Ameritas Advisory Services, Llc Lincoln NE 02/2024 Present
  • 08/2015 → 12/2019
    Arizona State University
    Tempe, AZ
  • 07/2018 → 11/2018
    Amazon
    Tempe, AZ
  • 11/2018 → 06/2019
    Thompson Financial Group
    Gilbert, AZ
  • 10/2019 → 06/2020
    Merrill Lynch
    Gilbert, AZ
  • 06/2020 → 11/2020
    Unemployed
    Concord, CA
  • 11/2020 → 02/2022
    Hsbc
    Pleasanton, AZ
  • 02/2022 → 07/2022
    Unemployed
    Pleasanton, CA
  • 07/2022 → 06/2023
    First Republic Bank
    San Francisco, CA
  • 06/2023 → 10/2023
    Unemployed
    Pleasanton, CA
  • 10/2023 → Present
    David White & Associates
    San Ramon, CA
  • 02/2024 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 02/2024 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
Other Businesses

DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; IAR; START DATE=10/2023; HRS/MO=160; TRADING HRS=0; FINANCIAL PLANNING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-03
S65 Uniform Investment Adviser Law Examination 2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-05-03
  • S65 Uniform Investment Adviser Law Examination
    2023-12-19

View on SEC IAPD

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Daschel Elias Grammer

Other Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
INTEGRITY ALLIANCE, LLC. · San Ramon, CA

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