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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-03
CA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2025-11-03
  • CA RA
    APPROVED
    Since 2021-11-01

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
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
  • 03/2013 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2014 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 03/2013 → Present
    David White & Associates
    San Ramon, CA
  • 11/2021 → Present
    Lincoln, NE
  • 01/2023 → Present
    Riel Financial
    San Ramon, CA
  • 07/2025 → Present
    Golden Gate Wealth And Tax Partners
    San Ramon, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-25
S63 Uniform Securities Agent State Law Examination 2014-02-14
  • S65 Uniform Investment Adviser Law Examination
    2014-07-25
  • S63 Uniform Securities Agent State Law Examination
    2014-02-14

View on SEC IAPD

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