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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-03 |
| CA | RA | APPROVED | 2021-11-01 |
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 |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2013 | Present |
| Ameritas Investment Corp | Lincoln | NE | 01/2014 | Present |
| David White & Associates | San Ramon | CA | 03/2013 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Riel Financial | San Ramon | CA | 01/2023 | Present |
| Golden Gate Wealth And Tax Partners | San Ramon | CA | 07/2025 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *DAVID WHITE AND ASSOCIATES; SAME A BRANCH; INV REL; INSURANCE AGENCY(LIFE, HEALTH, DISABILITY, ETC); PARTNER; START DATE = 03/2013; HRS/MO = 160; TRADING HRS/MO = 140; SELL FIXED INSURANCE PRODUCTS * RIEL FINANCIAL; SAME AS BRANCH; INV REL; DBA FOR MY FINANICAL PLANNING PRACTICE; FINANCIAL PLANNER; START DATE=01/2023; HRS/MO=120; TRADING HRS/MO=100; WORK WITH CLIENTS AS FINANCIAL PLANNER * GOLDEN GATE WEALTH AND TAX PARTNERS; INV REL; SAME AS BRANCH; FINANCIAL PLANNING; OWNER; START DATE=07/2025; HRS/MO=160; TRADING HRS/MO=160; FINANCIAL PLANNING FOR CLIENTS * NA; NON INV-REL; 4287 DRY BED CT, SANTA CLARA, CA 95054; RENTAL PROPERTY; TRUSTEE; START DATE=09/2025; HRS/MO=0; TRADING HRS/MO=0; NOT RENTED AT THIS TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
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