Nona Parmelee Belous

Current Employers

Employment History

• 11/2013 → 10/2017
  Waddell & Reed, Inc
  Concord, CA
• 02/2005 → Present
  David White & Associates
  San Ramon, CA
• 01/2015 → Present
  Castro Valley Chamber Of Commerce
  Castro Valley, CA
• 10/2017 → 06/2024
  Securities America, Inc.
  Castro Valley, CA
• 10/2017 → 06/2024
  Securities America Advisors
  Castro Valley, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Castro Valley, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Castro Valley, CA

Previous Registrations

• 2017-10-12 → 2024-06-14
  Securities America Advisors, Inc.
  Oakland, CA
  Castro Valley, CA
• 2013-11-15 → 2017-10-19
  Waddell & Reed
  Concord, CA
  Seattle, WA
• 2009-12-04 → 2013-11-22
  Msi Financial Services, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
  Oakland, CA
  San Jose, CA
• 2006-06-30 → 2009-12-15
  Ameritas Investment Company, Llc
  San Ramon, CA
• 2006-02-13 → 2006-06-30
  Carillon Investments, Inc.
  Danville, CA
  Danville, CA
• 2003-01-03 → 2006-02-17
  Ameriprise Financial Services, Llc
  Walnut Creek, CA
• 2001-12-07 → 2002-12-03
  Waddell & Reed
  Dublin, CA

Other Businesses

**Securities America Advisors Position: Financial planner Nature: Securities America Advisors provides financial planning, investment, and insurance products and services to individuals and businesses. Investment Related: Yes Hours: 160 Securities Trading Hours: 80 Start Date: 10/31/2017 Address: 12325 Port Grace Blvd., La Vista NE 68125 **David White & Associates Position: Account servicing Nature: David White & Associates is an independent financial services firm specializing in investments, life and disability and long-term insurance (through Ameritas and various other vendors) and employee benefit programs. DWA is a general agent and usually focuses on Ameritas investments and insurance products. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 08/01/2006 Address: 3150 Crow Canyon Place, Suite 200, San Ramon CA 94583 **Progressive Asset Management - DBA **AMERITAS LIFE INSURANCE POSITION: Servicing/appointed agt NATURE: Servicing life and disability insurance policies and variable annuities sold during my tenure with Ameritas (Union Central) Life Insurance. I no longer sell any of this vendor's products. I only service existing contracts when clients have questions or need assistance with their accounts. I receive trails for this service. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 1876 Waycross Road, Cincinnatti OH 45240 DESCRIPTION: Servicing life and disability insurance policies and varible annuities sold during my tenure with Ameritas (Union Central) Life Insurance. I no longer sell any of this vendor's products. I only service existing contracts when clients have questions or need assistance with their accounts. I receive trails for this service.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-30

Other Names

• Nona Brown
• Nona Grabien
• Nona Parmelee Brown