Adan Herrera Diaz

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/2014 → 12/2018
  20/20 Financial Advisers Llc
  Indianapolis, IN
• 11/2015 → 12/2018
  20/20 Capital Management
  Costa Mesa, CA
• 08/2018 → Present
  Canvas Financial
  Indianapolis, IN
• 08/2018 → Present
  Fresco Financial Advisers, Llc
  Indianapolis, IN
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2017-03-24 → 2019-01-02
  20/20 Capital Management, Inc
  Indianapolis, IN
  Costa Mesa, CA
• 2006-06-20 → 2006-06-30
  Carillon Investments, Inc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Canvas Financial; same as branch; inv rel; organization with AIC that combines six different firms that are with AIC-shell DBA used for marketing and firm consolidation purposes; Partner; start date=08/2018; hrs/mo=20; trading hrs/mo=8; responsible for all areas of DBA and my LLC underneath it * FRESCO Financial Advisers, LLC; same as branch; inv rel; fixed investments & insurance products for individuals, families and small business owners; Owner; start date=08/2018; hrs/mo=8; trading hrs/mo=8; provide clients with fixed investments and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  1993-08-20

Other Names

• Adan H Diaz
• Adan Diaz Herrera
• Adan Diaz
• Adan Hererra Diaz